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June 3, 2024
Question

How do I make a report a "favorite" so I can easily find it every week?

  • June 3, 2024
  • 1 reply
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1 reply

June 3, 2024

Thank you for visiting here again in the Community, @ibthilly. I’ll make sure you’ll be able to make a report favorite in QuickBooks Online.

 

QuickBooks Online makes it user-friendly to add reports to your favorites list. I can provide you with step-by-step instructions to help you complete it effortlessly.

 

Here's how:

 

  1. Go to Reports in the main menu.
  2. From the Reports screen, scroll down and choose a report to mark as your favorite.
  3. Click on the white star beside the report to turn it green.

 

After you favorite a report by clicking the star icon, it will appear in the Favorites section at the top of the Reports screen. In the future, if you'd like to unfavorite a report you can click the green star icon.

 

I'll share a screenshot below for your reference:

 

 

Additionally, I've included these articles that guide in managing reports in QBO:

 

 

I'm all ears if you have something else you'd like to raise regarding QuickBooks, your entries, or your reports. I'm here to help out again.