QBO Monday Minute: Pivot Tables within QBO Advanced

Some of our clients need information reported in a certain way. It is exhausting to export data and search for information spread out all over the place. Instead, we try to compile our data into one place and manipulate it to show what we are looking to find. QuickBooks heard our needs and delivered.

Introducing: Pivot Tables in QBO

All QuickBooks Online Advanced users can now access this new feature and easily create pivot tables directly in the reports section by choosing various columns with the custom reports builder. You are able to create summary tables with any dimensions.

Pivot Table Overview

By clicking on the Reports tab, you can create a new report:

You have two options when creating a new report. You can start with the report creation wizard, or you can add data columns.

If you select adding data columns, you can always go back to the report creation wizard by clicking here on the right panel.

Some templated reports are below if you do not want to build your own.

Once you determine what type of report you want to do, you can click on the pivot table button and customize the row, column and values you want to see.

And just like that, no more exporting reports into excel to move around data.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.