Customizing reports

As discussed, you don’t have to create a report from scratch in QuickBooks Online; you can customize an existing report to get the data that you need. You can save any changes you make to a report so you don’t have to recreate it each time.

The following are the steps we need to follow to customize a report:

1. Click on Reports on the left menu bar to navigate to the Report Center, as indicated here:

Figure 10.6: Navigating to the Report Center

2. Select the report you want to customize. In this case, we will customize the Profit and Loss report, as indicated:

Figure 10.7: Running the Profit and Loss report

3. Click the Customize button located in the upper-right corner:

Figure 10.8: Customizing a report

4. The following customization window will appear:

Figure 10.9: Options available to customize the report

As indicated in the preceding screenshot, there...