A walkthrough of pivot tables, filtering, and customizing reports in the Advanced Plan

Have you been curious about the reporting features available in QuickBooks Online’s Advanced plan? While I wouldn’t recommend upgrading just for reporting, if you’re already on the Advanced plan, these tools can help you get far more value from your subscription.

Here’s a video walkthrough of how the advanced reporting tools work in practice: https://youtu.be/i0qQb7HvbQs?sub_confirmation=1

What’s New in QuickBooks Online Advanced Reporting?

QuickBooks Online Advanced comes with enhanced reporting capabilities designed to simplify how you analyze your financial data. These include:

• A broader set of built-in reports
  
  
• Custom field reporting
  
  
• New dropdown filter options
  
  
• Easy pivot table setup
  
  
• Faster access to insights
  
  

If you’ve been manually managing reports in Excel, these tools can help you do more within QuickBooks. Faster and with fewer steps.

Walkthrough: Filters, Columns & Pivot Tables

In the video, I demonstrate how to work with a custom sales report using the new Advanced format.

Here’s what we cover:

• Filtering by product types (in this example, “blue” and “red” products)
  
  
• Adding columns for sales reps and other custom fields
  
  
• Applying secondary conditions for cleaner reports
  
  
• Quickly switching views using dropdown filters
  
  

These small improvements make it easier to narrow in on the exact data you need.

Creating a Pivot Table in Seconds

One of the standout features in Advanced reporting is the ability to build pivot tables directly in QuickBooks. In the walkthrough, I created a summary report that grouped sales totals by referrer and customer. It only took a few clicks.

This is a major time-saver if you’re currently building similar summaries outside of QuickBooks in spreadsheets.

Easier Filtering with Dropdowns

Filtering is now much more intuitive. Instead of manually typing criteria or sorting through long lists, you can now filter using dropdowns for:

• Product and service types
  
  
• Sales reps
  
  
• Custom fields
  
  
• Date ranges
  
  

These filters can be layered for even more control and clarity.

Where You Can Use These Tools

The advanced reporting features aren’t limited to sales. You can use them across your books for:

• Profit and loss
  
  
• Expense breakdowns
  
  
• Income tracking
  
  
• Custom dashboards
  
  

It’s flexible enough to adapt to how you work.

Coming Soon: Spreadsheet Sync

Another feature included in the Advanced plan is Spreadsheet Sync. This lets you export data to Excel, make changes, and sync it back to QuickBooks. I haven’t created a video about this yet. It’s a powerful tool, but it does take some care to use properly.

Is It Worth It?

If you’re already using QuickBooks Online Advanced, these features can help you streamline reporting, reduce reliance on outside tools, and get quicker insights from your data.

If you’re not yet using the Advanced plan, reporting alone may not be worth the cost but if you’re already managing complex data or tracking multiple performance metrics, it might be worth a closer look.

Still have questions?

Reach out and we’ll explore what reporting features make the most sense for your business.

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 Hi here from My Cloud Bookkeeping. You may have seen the video series I did on QuickBooks Online Advanced Plan showing how to use the advanced. Accounting features that are available only in the advanced plan. Now, in addition to those features, there are improvements to the reporting function.

There are more reports available as standard reports and more options to customize those reports, including pivot tables. Now, I don't think I would upgrade my plan for these report. Improvements alone. But if you are on an advanced plan, these tips might be useful to get the most from your subscription.

So let's take a look. Well, we're still having challenges where I cannot get into a sample company. So in order to demonstrate, uh, some of the reporting functions in the advanced with different pivoting and the different columns, I thought I would just use the report that I created to show you how to use custom fields.

But put it into the advanced format. So if you watched my video about how to create. Uh, reports using custom fields in the old format. Here we are back again with the same information. Now, one of the things that I was told that was so fabulous about this advanced reporting was the ability to use calendar dropdown dates.

I didn't think that was new. I thought if you went to custom dates, you popped down and you could use the calendar. So I'm not too sure why that's exciting. I don't think it is exciting. I'm just gonna go back and change this to all dates. For the purpose of this, we're going to have it for only certain products, so we're going to choose.

To select the products or services and only the blue products. You can see how imaginative I was when I collect, when I created this report. So our secondary condition is going to be for the blue products. So you can see here we've sold. Six blue products to another test customer, and we've sold 12 blue products to just our basic test customer.

We still have, uh, uh, referred by There's no sales rep on this one. Let's just pop in that, I'm sure that was me. Let's just see if we're missing the sales rep on the, there we go. It was just a, a quick refresher. Now we can sing Naveen, so that's great. So that was very simple way to add some more columns and do some filtering.

Now what if we wanna pivot, maybe we want to be able to, um, actually I'm gonna remove one of those filters just so we have the full information. Okay. So if it's a little bit more interesting when we pivot it. So we've got our red products and our blue products back in here. So we're gonna go to pivot here and I'm going to decide to pivot by who referred.

And then by customers. So let's have a quick look and see. Oh, and we'll we'll go with sales the amount and let's just see how quickly that is. We've got that information. James has referred another test customer 825. Sarah has referred another test customer and test very unimaginative for 32,000. That took us seconds to pivot that information, and that's one of the main advantages.

Of this advanced reporting is just how quickly you can get these amazing summaries. You also might have noticed that when I, if I want to look at some of these things, if I wanna look at some of these filters, for example, it's a lot easier because we have dropdowns. So if, so, now if we wanna see this only by sales rep, we can just pop to our filter.

Add another condition, and here's hoping that I find one that's got the right thing in it. So if the sales equals, um, we are gonna say, oh, hopefully Jennifer will have some information. Let's have a look. Yes, we can see that Sarah referred some information to Jennifer and it was another test customer, the pa.

It's a really, really powerful tool. I'm not too sure that this is the best example of it. You can do this in your income statement. You can do it with, well, we've done it with sales. You can do it with expenses, you can, it's, yeah, pretty much limited by your imagination. It's a really, really powerful tool.

I would love to know what you think. Are these reporting options useful? There's also spreadsheet sync, that's a bit of a mouthful, where you export data into Excel, manipulate it, import it, and update QuickBooks online. I haven't made a video on that yet. It's quite powerful and terrifying. Anyway, if this reporting stuff was helpful to you, please do click like, subscribe, and if you haven't already, ring that bell to be notified when I make a new video.

If there's a topic you'd like to learn more about, let me know. Cheers.

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