Running a business

Unlock smart and actionable sales insights with the custom report builder

For years, I’ve been saying that I would love to see a reporting module within QuickBooks® that works like a pivot table. That’s why I’m so excited about the new custom report builder in QuickBooks Online Advanced!

With the new custom report builder, you can choose a ready-made template, or build your own from scratch. From the reports tab in Advanced, you can select the data fields that matter most, and then group, organize, and filter to uncover the exact insights you need. Once organized, you can save it for later, or easily export to share with your team and clients.

Check out my video below for a full walkthrough of the custom report builder, where I’ve created a report that unlocks some powerful and actionable sales insights for you and your clients. In less than 15 minutes, you’ll have the information you need at your fingertips to literally boost your clients’ sales.

Now that you’ve watched, I hope you have a better understanding of the power of the custom report builder in QuickBooks Online Advanced – right at your fingertips. Have questions or ideas for how to use custom reports with your clients? Find me online, and let’s discuss.

In the meantime, here are a few resources to help:

Click here to discover all of the features available in QuickBooks Online Advanced.

Access ProAdvisor Preferred Pricing for your clients by logging into QuickBooks Online Accountant here.

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