How to Create a Custom Report in QuickBooks

How to Create a Custom Report in QuickBooks Online

In this case, we are looking to get a record of specific amounts for a vendor.  

For example, if you have a sales rep that you want to track the commissions for a certain period of time

1. Go to the Reports Tab

2. Select the Expenses and Vendors section

3. Choose the Transaction List by Vendor report

4. Choose the date period you want, in this case I am going to run the report for the last quarter and click Customize.

5. Click on the arrow next to Filter and select the column that you wish to filter, in this case we are running for the vendor: 27 Recycling Inc

6. Click on the Run Report button and you will get the report below.

This report can be saved to a folder so that in future months you do not need to re-enter all of the parameters.   

7. To save the customization:

     a. Click on Save Customization

     b. You can name the report and add it to a report group by clicking on, I will call this group Commissions

You can create as many reports as you like and save them into as many categories as you like.

8. When you need to access the report again, you can simply go to:

     a. Reports à Custom Reports

     b. Click on the report to run it, and it will show as you formatted it:

If you have additional questions, please contact the Support Team via email to support@cietrade.net.