Where can I find the reporting function?
To access the reporting feature, navigate to the main menu 
in the upper left-hand corner, select your Organisation and open "Reports" section:
You can use Line item reports or high-level reports.
There are default reports already available, which can be adjusted if required:
You can use Line item reports or high-level reports.
There are default reports already available, which can be adjusted if required:
However, you also have the option to create your own report with filters that reflect your particular needs.
This is how you set up your own QuickBooks Online report:
- Click on the "NEW REPORT" button on the "Reports" page.
- In step 1, select the request type(s) for which you want to create a report and click on "NEXT":
- In step 2, specify the required report filters and then click on "NEXT":
- In step 3, activate the checkbox next to each column you want to be visible in the report:
When finished, click on "CREATE". - In the last step, name your report by filling in the field "Report name" and then click on "NEXT":
The following options are available:
- Rename the report
- Export to a CSV file
- Print the report
- Schedule the report
- Remove 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):
- Download an audit report archive for all requests
To apply the choices you made for the report, click on the "SAVE" button.
Important note: Reports are only available for users with Administrator or Auditor role assigned.Learn more, how you can assign a new role to a user here.
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