How to Customize Reports of Profit and Loss in QuickBooks?

 In Bookkeeping

customize your reports

We can build QuickBooks custom reports on how much money your customers owe and when it’s due, staying on top of A/R. You don’t even need to make any adjustments. Financial reports tell the story of your business. You may want customized reports to understand what matters most to you.

You should be running reports in QuickBooks Online on a weekly—if not daily—basis. With that being said, there are a lot of new updates that have happened this October in QuickBooks Online. One of which was the new feature inside of QuickBooks Online Advanced. When you go to the reports section, you will see a new icon that looks like a calendar at the top of your reports. At last, you will see changing the font window, click Yes to apply the changes you made to all labels.


You can click each section’s label to expand and collapse its options. If so, then check the “Show logo” checkbox to show that logo in the report. If you did not upload a logo, then nothing appears here in the report. To change the company name, edit the value in the company name field. To change the report’s title, edit the value in the report title field.

You may be more interested in, for example, this quarter only and you’d like to compare it every time with the respective quarter last year. Over 100+ reports on the Plus plan may sound like enough for one lifetime. Often, though, you may feel that they don’t describe things the way you’d like them to be presented. The Essentials plan users can also take advantage of the Auto Sent Reports feature as well as Group reports. We help small business owners learn, use, and get the most from QuickBooks software. For example, if you own 10 stores and want detailed reporting on each location, third-party tools allow for such granular detail and customization.

Custom QuickBooks Reports

Some are from inside an organization while others come from outside. Simply throwing additional technology at the problem will not sufficiently address the risks. Remember focus on your People, Your Plan, and Your Practice. Through the years, disaster recovery plans have been the usual response.


So, we can handle much bigger projects for our clients. Reporting is a big deal to our customers here at Method, and I love the functionality our teams have built around the Report Editor. So, if you were wondering which form cannot be customized in QuickBooks, it’s any form that requires you to do any of the above. First, click the import button on the Home Screen.

How to Customize a Report in QuickBooks Online – Instructions

Click the “Reports” menu, choose “Custom Reports” and select “Summary” or “Transaction Detail,” depending on the kind of custom report you want to show. Summary reports display a single total for each group of transactions, while detail reports show each individual transaction. We tap into existing templates to create the reports you need to make more financially informed business decisions. QuickBooks includes a wide range of “canned” reports that allow you to quickly and easily report on many areas of the performance of your business. Unfortunately, most businesses aren’t “canned.” If you’re not running a “canned” business, custom reporting is going to shine. In the reports section, you can make some edits to the data shown in each report.

You need to choose “Profit and Loss” or “Profit and Loss Details” where you can view the entire transaction details. In the preliminary pages, you can add some extra pages to your report. A text editor appears here where you can apply some formatting to the pages you want to include. The Expenses Performance management report consists of the Profit and Loss report, the A/P Aging Detail report, and the Expenses by Vendor Summary report. The Sales Performance management report has the Profit and Loss report, the Accounts Receivable Aging Detail Report, and the Sales by Customer Summary report.

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To address this, you can customize a report to your liking. At the top of the report’s screen, you can first set the Report Period. You can choose from preset time periods, or enter the dates exactly. In addition to making fast reports, QuickBooks Online also makes it easy to create management reports. These are a series of other reports for specific managerial analysis, and they are put together in a professional manner that makes them appropriate for handing off to other parties. The Header and Footer of your report can provide useful information about the report at a glance.

Save your customized reports for later use

After making all of your customizations, you can save your changes so that you don’t have to redo them in order to get your settings again. To do so, click on the Save Customization button which is next to the Customize button. A window will pop up where you have some options for saving. In the Rows/Columns section, you can choose with rows and columns are viewable as well as in what order. This is the same menu as appeared before when reached through the gear-shaped settings icon above the report and then clicking on Reorder Columns. The filters tab provides you with an expansive list of options you can use to change the scope of the report by narrowing down what data will be included on the report.

For Total By, from the bottom of the list, select Employee. For Total By, from the bottom of the list, select Payment Method. From the menu bar select Reports, Custom Reports, Transaction Detail. E-Tech is the #1 Quickbooks data migration and Conversion service provider.


You can view the customized report that you just made by going back to the Reports page and clicking on the Custom Reports tab. If you haven’t created a customized report yet, the table will be empty. If you have already saved a customized report, you will see it in the table. However, you can only select from two templates by default when accessing from QuickBooks Online Accountant. To customize reports, leave the Management reports editing functionality and then add the reports to the Management Reports package afterward.

Instructions on How to Customize a Report in QuickBooks Online:

Before we dig too deeply, let’s see if you agree with the detail of the balance in your QuickBooks data. You also might want to memorize this report for the convenience of reviewing the detail often, avoiding any data entry errors this report might help you uncover. Open the specific customised report and click the Save customization button. The good news is, you can definitely share your customised reports in QuickBooks Online to your other users.

There are no right or wrong answers in this scenario. Rather, the goal is to practice the decision-making and response what is a mortgage suspense account to determine where improvements are needed. Phishing email attacks directed at your company through your team range from very obvious to extremely believable. Some attempts are sent widely and are looking for just one person to click, while others are extremely targeted and deliberate. In either case, it is vital that each employee takes enough time to realize that the email request is unusual. Perhaps there are strange typos in the request or it is odd the CFO is emailing while on vacation.

The correct answer is D, but all these options seem viable, right? Reasons like this are why learning to use custom reports can be a bit of a learning curve. Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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But what happens if your client doesn’t have a QuickBooks Online subscription or access to your desktop file? Without access to the QuickBooks file, you can learn how to share custom reports in QuickBooks. You can always export a QuickBooks custom report to Excel or save it as a PDF.


Custom reports, on the other hand, are a way to make sure you get the data you need as quickly as possible. Plus, they’ll directly aid you in setting up a proper vendor workflow in QuickBooks Online for fast insights and analysis. QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

You can see it’s also going to print the header on pages after the first page. You can uncheck that if you don’t want to. It will still print it on page one but it won’t print it on the other pages. It says Customer Balance Detail and it says, “All Transactions”. I could choose Name, come to the dropdown and pick Tom Allen from the list. Then when I click OK he’s the only one on the list.

Even on the most basic QBO plan you have access to plenty of rich reports. They make it easy to report and analyze data at will, and if you’re missing something, chances are you can customize the existing reports and find the information you need. Most standard accounting reports are also available for the export. These include Balance Sheet, Cash Flow, Journal or Transaction List. Refer to the earlier chapters for instructions on how to set these up. With you can automate the export of reports and raw data from Quickbooks.

With the help of this post, know how can you customize Profit and Loss reports in QuickBooks. QuickBooks has many pre-created reports you can customize to show you the information you need the way you want to see it, you can email your customize reports automatically. Here are the steps to customize the reports. In this article, you learned all about reports.

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