How to Create Custom Reports in QuickBooks Desktop
QuickBooks Desktop is essential to easily maintain the accounting of the business industries. It provides for the updated requirement in the market to properly execute the programs as per the business needs. One of the most used features in QuickBooks desktop is creating custom reports in QuickBooks for operations & analytics. In this self-help guide, we will learn how to create custom reports on QuickBooks Desktop 2022.
QuickBooks Desktop Custom Reports 101 Guide
QuickBooks Desktop does not permit a fully modifying custom report. However, it leaves scope for the customization of data, adding or deleting the columns, or inclusion or removal of information provided on the header or footer and also can change the font style of the desired report. Learn about How to Create Custom Reports on QuickBooks Desktop.
QuickBooks provides templates that can be used to modify the desired report for you to easily structure the modified report, knowing the proper steps for making the report is desired. The customized report is saved in the QuickBooks Desktop for future accessibility of the data.
Steps Required to Create Custom Reports in QuickBooks Desktop
Prior to anything, you need to be well acquainted with the applications and proper functioning of QuickBooks, which contains customized information regarding each report. These are the steps for How to Create Custom Reports in QuickBooks Desktop.
After you are well-versed with the reporting system, you are required to use the Report Preferences option available in QuickBooks Desktop and choose the desired preferences from the templates provided before customizing the report.
Here are the steps required to be followed on how to create custom reports in QuickBooks desktop through a custom profit and loss report.
At first, you are required to select the report you wish to customize as QuickBooks Desktop provides a variety of options for one to choose from. In case you fail to identify, select the info icon at the end of the report icon to check the information related to the reports presented there.
Select the Customize Report button located at the top, and this will provide a variety of customization options. For any other future customization of the report, the same procedure should be repeated.
Then, Modify Report tab will come up, which holds a series of features to help in the customization process. Some are as follows:
With this option, you can select the ranges of dates you desire to insert in the report, and it can be done by selecting the drop-down list icon as the default date always stays of the present year. It also allows you to select the data sorting option and inclusion of columns in the report.
Through this option, you can modify the report as per your requirement. Filters provide you with the option of including the desired account in the report. Any specified account from the drop-down list of the accounts can be included. This feature is available on the right side, and with the changes in the filter options, this gets updated.
Following this, you will require to choose the desired account to be included in the modification.
With this feature, you can easily get additional changes like the name of your company, title of the report, any required subtitles, page number. Upgradation of the modified report will be presented to you automatically once it is done.
Fonts & Numbers
To make your report the unique one, you can use this feature available in QuickBooks Desktop, allowing you to change the font style of the whole or parts of the report along with the ability to decide the style of the numbers to be prepared on the screen.
The following is the modified profit and loss report; the customized profit and loss report displayed below, as stated above, shows data for the first two weeks of January. The report also reflects the custom fonts we chose for this report.
For future references, you need to select the Memorize Report option available at the top of the screen and provide the name of the report.
QuickBooks Desktop provides the scope for you to leave a comment or note regarding any report, which you can do by email or by simply adding a comment at the end of the report.
Other Types of QuickBooks Desktop Custom Reports
When learning how to create custom reports in QuickBooks Desktop 2022. Some examples of creating custom reports for your business are as follows:
Sales by State
Sales by State is an important report, and to run this report, follow the steps provided below.
1. Click Sales, then the Sales by Customer Detail report.
2. Select Customize Report tab at the top of the screen.
3. Click Name State from Columns list under Display option.
4. Choose Total Only under Total By
5. Select Name State from Sort By option,
6. Click OK,
Multiple Year Profit & Loss Comparison
You can successfully make a multiple-year profit & loss statement with QuickBooks Desktop by following these simple steps.
1. Select the Company & Financial reports category.
2. Click on Profit & Loss Standard.
3. Select Customize tab
4. From Display, choose the year desired to be included
5. Click on Year from Display Column option.
6. Select OK.
Open Purchase Order Report Totaled by Vendor
QuickBooks Desktop Open Purchase Order report fails to provide totals by the vendor. However, by modifying the Transactions Detail report, these totals can be obtained.
The following are the steps to make a report on the Open Purchase Order by Vendor
1. First, choose Custom Reports, and then Transaction Detail.
2. Click on Customize option present at the top of the screen.
3. Choose options from the Filters tab :
- Account = Purchase Order
- Posting Status = Either
- Received = No
4. Select Total by drop-down.
5. Choose Vendor.
6. Click OK.
Purchase Orders and Sales Orders by Item
When learning how to create custom reports in QuickBooks Desktop. If you desire to include the items of your current purchase orders and sales orders, you can make a customized report.
The following steps are:
1. Chose at first Custom Report tab, and then Transaction Detail.
2. Following this in the Display button, you will find custom fields for you to choose from:
3. Select Item detail under the Total by Option.
4. On the next step, Choose the desired filtres available under the Filters option:
- Detail Level: All except summary
- Item: All Sales Item
- Posting Status: Non-posting
- Transaction Type: Sales Orders and Purchase Orders are two different types of transactions.
5. Select OK to run the report.
In case of providing the customers with estimates, the desired report is necessary of all the outstanding amounts.
To modify such a report, you are asked to follow the following steps:
● First, choose the Jobs, Time, Milege options from the Report Menu.
● Choose the Estimates by Job Option
● Then, select the Customize Report tab present at the top of the report page.
● On the step, include Open Balance under Display
● You are also required to uncheck the unnecessary columns.
● You are then to choose the range of dates for the report.
● Finally, click on OK for the final process of the report.
Contact QuickBooks Desktop Experts
One can modify efficiently or customize the desired report of QuickBooks Desktop if the proper procedure is well adverse. This is required for business purposes. Another feature is that the export of reports in Microsoft Excel is possible. As if now you know how to create custom reports in QuickBooks Desktop, in case you need any support for this.
Kindly reach us for further assistance or kindly contact our QuickBooks desktop support number– +1877-708-5420.