How to Create a Custom QuickBook Report
One of the handiest features of QuickBooks is the ability to create reports of income, expenses, cash flow and net worth, to name a few. Even handier is the ability to customize those reports according to date range, basis type, number and type of columns, and more. Though standardized report formats are convenient and may serve your needs, the customization option ensures you can create just the report you want.
Select Reports at the top of the screen. You can click on the Reports icon, or use the Reports option that appears in the toolbar just below the row of icons at the top of the screen. A Report Finder dialog box will appear.
Choose the type of report you want to create from the drop-down menu. Choices include Company & Financial, Sales, Purchases and Inventory, among others.
Select a report. Among the choices are Income by Customer Summary, Expenses by Vendor Summary, Balance Sheet and Cash Flow Forecast.
Select the Customize button at the lower right of the dialog box. A dialog box titled "Customize Report" will pop up.
Choose your preferences. The Customize Report dialog box allows you to choose specific dates to include in the report, and whether to use the accrual or cash method of acounting. You can also add columns to the report, such as Previous Period and Percent Change.
Use the Advanced and Filter buttons to refine your report. Select the Filters button to filter out information according to type of account (bank accounts, credit cards, balance sheet) or type of data (vendors, employees, customers). Using the Advanced button, you can choose which rows and columns to display (active, all, or non-zero), and whether to use fiscal-year, calendar-year or tax-year reporting.
Tips & Warnings
- If you are not familiar with the accounting terminology QuickBooks employs, consult an accounting reference, dictionary or professional before attempting to create custom reports.