Line item reports (QuickBooks Online)

Line item reports (QuickBooks Online)

You can generate reports with line item details and also schedule the report generation and delivery to selected email addresses.

Line item reports allow you to look deeper into your accounts payable and accounts receivable to understand what exactly your expenses are for. 

To access the line-item reporting feature, in the main menu select your Organisation and open "Line item reports" page under Reports section:

You can create your own report for any type of document in any status with filters that reflect your particular needs.

This is how you set up your own line item report in QuickBooks Online:

  1. Click on the button "NEW REPORT" on the "Line item reports" page.

  2. In step 1, select the request type for which you want to create a report and click on "NEXT":

  3. In step 2, specify the required report filters and then click on "NEXT":

  4. In step 3, activate the checkbox next to each column you want to be visible in the report and then click on "NEXT":

  5. In the last step, name your report by filling in the field "Report name":

    When finished, click on "CREATE".

The following options are available:

  • Rename the report
  • Export the report to a CSV file 
  • Print the report 
  • Schedule the report 
  • Delete the report
  • Copy the report (i.e., save it as a new report)
  • Edit the report
  • Sort the information in the columns (hover over the respective column and click on the arrow):
  • Move columns (via drag and drop)
  • To apply the choices you made for the report, click on the "SAVE" button.

Important note: reports are only available to users with the Administrator or Auditor role.
Learn more about how you can assign a new role to users here. 

    • Related Articles

    • Line item reports (Xero)

      You can generate reports with line item details and also schedule the report generation and delivery to selected email addresses. Line item reports allow you to look deeper into your accounts payable and accounts receivable to understand what exactly ...

    • Report scheduler (QuickBooks Online)

      It is now possible to schedule the sending of reports. This is how it works: In the main menu select your Organisation and go to the Reports section, open a high-level (Request reports) or item-level report (Line item reports): Select one of the ...

    • Line Item Accrual reports

      What are Accrual reports? Accrual accounting records revenues and expenses when they are incurred, regardless of when the respective cash transactions are made. This approach offers a more accurate representation of a company’s financial performance ...

    • Can I see goods received status (GRN) in the reports? (QuickBooks Online)

      Yes, ApprovalMax supports goods received status (GRN) in Reports. You can custom existed report or create a new one to see goods received status (GRN). In the main menu select your Organisation and open "Request reports" section. To create a new ...

    • QuickBooks Online Matching: How is Bill-to-Purchase Order Matching reflected in line item reporting?

      Users with the Administrator and Auditor role have access to a reporting tool. An Organisation's Administrator can set up new reports to suit their needs. This is how you create a line item report to see the Bills already matched to Purchase Orders: ...