How to Run Reports Using Custom Fields in QuickBooks Online (Without the Advanced Plan)
Автор: My Cloud Bookkeeping
Загружено: 2025-09-10
Просмотров: 118
Using QuickBooks Online and want to run reports by custom field—like sales rep or referral source—but don’t want to upgrade to the Advanced plan?
You’re in luck.
Hi, I’m Kerry from My Cloud Bookkeeping. In this video, I walk you through how to use the Sales by Customer Detail report to access and group data using your custom fields—even on the Simple Start, Essentials, or Plus plans.
You’ll learn:
• How to run reports with custom fields like “Sales Rep” or “Referred By”
• How to group and filter your reports by those fields
• Why this workaround can save you from upgrading
• When it does make sense to consider the Advanced plan
Perfect for small businesses tracking commission, referral revenue, or other team-based sales data without paying more.
Useful Resources
Compare QuickBooks Online Plans:
https://www.mycloudbookkeeping.org/qu...
Download Your Free Month-End Checklist for Small Business:
https://learn.mycloudbookkeeping.org/...
Got questions? Drop them in the comments or book a call with me:
https://www.mycloudbookkeeping.org/co...
• How to Run Reports Using Custom Fields in ...
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
