Create a Customized Report in QuickBooks®

Customizing some of the hundreds of reports in QuickBooks is particularly beneficial when want to review and analyze the information on a regular basis. For example, tracking the income and expenses by customer can be very useful. A customized report in QBO by customer allow for easy use and frequent retrieval.
Step 1: Reports Center > Profit and Loss > Customize > Filter > Customer > Choose Customer > Run Report
Step 2: Rename as Customer’s Job Costing Report > Save customization (Top Right)
Learn more in this youtube video tutorial (1:47)

Do you need help customizing your reports, cleaning up or setting up QuickBooks®? Contact our ProAdvisor today for a free consultation at 360-303-5798.

No Comments Yet.

Leave a reply