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How to Create Custom Reports in QuickBooks Desktop/Online?

Whether QuickBooks Online or QuickBooks Desktop accounting software is being used, creating a completely custom report in QuickBooks is a […]

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Whether QuickBooks Online or QuickBooks Desktop accounting software is being used, creating a completely custom report in QuickBooks is a difficult task. However, there are several ways. However, there are several ways with the help of which you can utilize the existing report templates to make a custom QuickBooks accounting report. The good thing is if you are aware of how to create a report in QuickBooks, then preparing a custom reports in QuickBooks Desktop and Online will be very easy.

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Let’s learn in detail how to create custom reports in QuickBooks Desktop and Online.

How to Create Custom Financial Reports in QuickBooks?

Before we begin understanding how to customize reports, we need to understand how to customize reports in QuickBooks Desktop and Online.

Customize Financial Reports in QuickBooks Desktop

It is possible to customize any kind of report you want to run in the QuickBooks Desktop. In order to create a custom QuickBooks report, you need to go through the instructions provided below:

Step 1: In your QuickBooks account, run a report

Step 2: On the Report screen, choose Customize Report

Step 3: On the Modify Report screen, navigate to the tab you wish to upgrade. Select OK when it is complete

How to Prepare a Custom Report in QuickBooks Online

Just like QuickBooks Desktop, it is possible to customize reports that you wish to run. In order to prepare a QuickBooks custom report, please follow the instructions provided below:

Step 1: In QuickBooks Online Accountant, navigate to the Reports menu.

Step 2: Navigate to the Standard tab.

Step 3: In the given search field, add the name of the report. You can also choose and open one in the particular list.

Step 4: Choose Customize option.

Step 5: When customizing the report is complete, choose Run Report.

In QuickBooks Online, it is possible to create a QuickBooks custom report for a particular amount in your given chart of accounts. In the Chart of Accounts, you can customize reports in QuickBooks with the help of the following steps:

Step 1: Press on the gear icon.

Step 2: Select Chart of Accounts.

Step 3: Locate the account and press the drop-down arrow near View Register.

Step 4: Select Run Report.

Step 5: Customize the particular report.

Step 6: Press the option, Save Customization.

Step 7: Add the data of the particular customized report.

Step 8: Press Save.

What are the Limitations of a QuickBooks Dashboard and Custom Reports?

QuickBooks is considered a very efficient software, especially when the topic is about Custom Invoices, Accounting, and Cloud Accounting. However, when QuickBooks Dashboards and QuickBooks Custom Reports are created, a user may encounter some possible issues. Here is the list of such possible issues:

  • In several cases, you may wish to add columns from other reports. Presently, there is no such availability and you need to export the particular reports to Excel and then customize them manually.
  • There is no possibility to build a QuickBooks Custom Report from beginning. The standard reports are only available that can be personalized or customized in QuickBooks to a certain degree.
  • In regards to capitalization, the dashboard has restricted capabilities.

QuickBooks custom report builder allows you to customize the reports to allow the reports stay organized. You can personalize the report formats by using stylish header, fonts, footer, and other important filters that can help to organize items.

In this article, we have talked about how to create custom reports in QuickBooks Desktop and how to create a new report too.

Still, if you have any problem understanding the steps given above, kindly connect with Dancing Numbers team of professionals. They will solve all your complications related to QuickBooks.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How to Customize the Sales by State Report?

You may be using the Sales by State category if you sell your particular product in several states. By utilizing this report, you can monitor sales in multiple locations. If you want to customize the particular Sales by State report, do the following:

Step 1: Press on the Sales Category.

Step 2: Now navigate to the report Sales by Customer Detail.

Step 3: Post this, choose the tab that says, Customize Report, placed on the top location of your screen.

Step 4: Here, you can locate the Columns list from the particular Display tab.

Step 5: Click the option, Name State from the articular Sort By option.

Step 6: Press the OK button. You can also click the Cancel Option if you wish to do further changes.

How to Customize the Statement for Multiple Year Profit and Loss?

Profit and Loss reports and income statements are some of the crucial reports that you must run. These types of reports are useful if you wish to differentiate the company’s present year performance with the past year.

Here are the steps to customize a multiple year Profit and Loss statement report:

Step 1: Navigate to the reports category for Company and Financial.

Step 2: Now press on the option for Profit and Loss Standard.

Step 3: Click the button for Customize present on the top of your window.

Step 4: Click the Display tab and select the years to add to your particular report.

Step 5: Now you can press the section for Year with the help of the Display column.

Step 6: Click the OK button.

How to Customize the Open Purchase Report?

The default report for the particular Open Purchase Report does not offer any totals by any particular vendor. However, it is possible to receive the totals from the vendor if you personalize the particular Transaction Detail report. Hence, in order to customize the Open Purchase Report, follow the steps mentioned below:

Step 1: Press the option for Customize Reports.

Step 2: Now go to the option for Transaction Detail.

Step 3: Choose the Customize tab situated on top of your window.

Step 4: When the Filters tab is visible, choose the following:
• Account = Purchase Order
• Posting Status = Either
• Received = No
Step 5: Press the Total drop-down menu.

Step 6: Select the Vendor.

Step 7: Press the OK button. This report will display the number of orders that are opened by the vendors.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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