November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 14
Generating Custom Reports and Charts
IN THIS CHAPTER
Exploring the Custom Report Builder
Pivoting — and surviving — without Excel
Automating your fixed assets management
QuickBooks Online Advanced doesn’t just unlock new doors; it hands you the master key to some of the most powerful — and occasionally treacherous — reporting features around. In this chapter, you’ll move beyond basic reporting into uncharted analytical territory. Whether you’re blazing a trail through the Custom Report Builder, sidestepping dead ends in Pivot reports, or quietly consolidating power in the Fixed Assets screen, you’ll learn how to tame the tools that give your data a voice — and maybe a few secrets.
If you don’t have an Advanced subscription, or if your own company file isn’t far enough along to generate meaningful reports, you can explore these features using the Advanced sample company at https://qbo.intuit.com/redir/testdrive_us_advanced.
Be sure to log out of your QuickBooks company before signing into the sample company, or use an incognito window to avoid conflicts.
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.