Various Ways of Customizing QuickBooks Reports

1. Various Ways of Customizing QuickBooks Reports

2. QuickBooks reports are very useful and it offers a wide array of variety for the users. In addition to giving in-depth details, it also plays a key role in major decision-making of the business. You can also tailor the content and the look of the reports generated in QuickBooks and can customize the data, add or remove header or footer, add or remove columns and personalize the font and style of reports.

3. How to customize QuickBooks reports? • First of all, you need to go to QB dashboard • Then run a QuickBooks report • After that, go to the report window and then click on Customize Reports • Finally, go to the modify report window and then navigate to the tab which you need to upgrade and click on OK after finishing.

4. Which option you want to Customize? • Display Tab • Filter Tab • Header/Footer Tab • Foots and Numbers tab

5. Display Tab The information displayed on the report is determined by the display tab. There are various elements in the display tab which you can customize according to the report you run. • Report Data Range • Report Basis • Columns • Advanced

6. Display Tab • Report Data Range You can choose the dates which will be covered by the report and for doing so,click on the date and select from the drop down date range, or you can also enter the date manually by selecting from the calendar. • Report Basis You can choose from the available report basis options which are: Accrual basis and cash basis.

7. Display Tab • Columns • Customize the columns of Balance sheet and Profit and Loss as you want. • Open Invoice and Unpaid bill detailed reports and on the other side, provide a list which can be used for columns. • For keeping or removing a column, choose the data. • A sort by drop down menu allows you to choose how your data will appear. It specifies how the reports shorts within the subtotal.

8. Display Tab • Advanced • When you click on the Advanced button, there are various options displayed under it and they vary according to the report you have generated. • In reports like, General Ledger, Custom Transaction details. Sales by customers,Vendor Balance details, etc. • Include:This specifies QB to which of the accounts, name, item, etc. will be included in the report. You can select from the option of All and InUse. Open Balance/Aging: Specifies QB to the effective date of report. You can choose from Current and Report Date.

9. Filter Tab • Select the Filter tab • From the list of filter, select the filter which you want to apply • In the detail information of the Filter, choose or enter additional information that QB requires for the filter to work properly • From the available filter choices column, highlight a filter which you want to delete and then click on Remove Selected Filter • Now Click on Ok

10. Header/Footer Tab • It helps you to customize the information that will appear at the top and bottom part of the report. • Check or uncheck the box for the information which you want to add/delete. • For changing the alignment, click on Alignment dropdown.

11. Foots and Numbers tab This tab allows you to customize the style and appearance of the report. For changing the font, follow the below mentioned steps. • Select the area which you want to modify. • Then click on Change Font • Now go to the Column labels window, change the font, its effect, and color • Click on OK • Finally, you will see changing font window, click on Yes to apply the changed which you have made.

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