When setting up custom reports in QuickBooks Online, it's essential to understand how to configure and save your report settings for future use. In this guide, we'll walk you through the process of creating a custom report that can be reused with minimal effort.

To start, navigate to the Reports section in QuickBooks Online and select 'All Reports' followed by 'Manage Accounts Payable.' This will bring up a list of available reports, including the one we're about to create. To customize this report, click on the 'Customize' button at the top right corner of the screen.

The first step is to give your report a title that accurately reflects its purpose. In this case, let's call it 'Bills to Pay This Week.' This will make it easier to identify and access the report in the future. You can also add a description or notes to provide additional context.

Next, you'll want to configure the report settings. For this example, we're going to customize the due dates for our bills. To do this, navigate to the 'Due Dates' section and select the date range you'd like to use. In this case, we're going to choose a dynamic date range that will automatically update each week.

Once you've made your selections, click on the 'Save' button at the top right corner of the screen. This will save your report settings and make it available for future use.

When saving your custom report, you'll have the option to add it to a group of saved customizations. This can help organize your reports and make them easier to access. QBO also suggests using the custom title as the name of the customization, which can be helpful if you're working with multiple reports.

In this example, we've created a report that will show us the bills we need to pay each week. By saving it in this way, we'll be able to reuse the report without having to reformat or recustomize it each time. This is an important part of knowing how to customize reports in QuickBooks Online.

By following these steps, you can create custom reports that are tailored to your specific needs and save them for future use. This will help streamline your workflow and make it easier to access the information you need when you need it.

Report quickbooks online settings