Easy Tech TutsHow to Create Custom Reports in QuickBooks Online Easily 2026
By Impran M N
Standard reports don't always show exactly what you need, and building a custom report can close that gap. This guide covers how to create, customize, and save a report tailored to your business in QuickBooks Online.
01Start from a base report
Choose an existing report closest to what you need as your starting point for customization.
02Adjust the data fields and columns
Add, remove, or reorder columns so the report shows the specific data points you care about.
03Apply filters
Set filters for date range, customer, class, or other criteria to narrow the report to what's relevant.
04Save the custom report
Save your customized layout with a clear name so you can run it again without rebuilding it each time.
Frequently asked questions
Can I share a custom report with my accountant?
Yes, you can export the report or, depending on your access setup, allow your accountant to view saved custom reports directly.
Will my custom report update automatically with new data?
Yes, a saved custom report pulls fresh data each time you run it, based on the filters you've set.
Can I schedule a custom report to run automatically?
Some QuickBooks Online plans support scheduling reports to be emailed automatically on a recurring basis.
How many custom reports can I save?
You can typically save multiple custom reports, which is useful if you track several different views of your data regularly.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
