Question

Change default columns on transaction report (QB Online)

Forum|Forum|4 years ago
June 30, 2021
2 replies
0 views

When I run the transaction journal report, or when I click on an account on the trial balance, balance sheet, or P&L, I would like to change the default columns so that "Class" always shows up, rather than manually clicking the Gear and ticking off the "Class" column. How can I do this?

Using quickbooks online canada.

QuickBooks Online - International

R

RCV

Let me help you change the default columns on transaction report, BrianQW.

We can customise the Transaction report to include the Class column. Once you have the perfect set of filters, it will save them automatically in the report. Here's how:

Open the Trial Balance, Balance Sheet, or Profit and Loss report.
Click the account or amount to route you to the Transaction report.
Tap the Customise button.
Choose Class in the Change columns field.
Press Run report.

Then, try opening the same report again. You'll notice in the Change columns section that there's a Reset to default link. It means, the Class column is already set to default as part of the report's column. Once done, do the same steps to other reports. You an also save them so you can run the same report in the future. Here's how:

After you customise a report, select Save customisation.
Give your report a name.
Press Save.

To learn more about this one, see the Customise reports in QuickBooks Online article. Feel free to visit our Reports page for more insights about managing your financial reports in QuickBooks.

I'd like to know how you get on after trying the steps as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.

B

BrianQWAuthor

Hi RCV,

Unfortunately this doesn't change the default for me and I still need to repeat the steps to add the "Class" column each time. Here is what I'm doing:

1. Open one of my custom reports. In this case I'll open my QoQ P&L

2. I click on the revenue dollar amount

3. Transaction report opens up showing me all transactions making up the revenue amount.

4. Click Customize at the upper right

5. Click "change columns"

6. Click the checkbox beside "Class" and click Run Report; looks good I now see the class column on the right of the transaction report

7. Click "back to report" link to go back to my QoQ P&L

8. Click on the revenue amount again

9. Notice that "Class" column is no longer showing and I have to manually show it again

I've tried clicking "Save customization", but the issue persists. I still am not able to open my P&L, click on an amount, and see the transaction report with the "Class" column showing by default.

Look forward to your reply.

R

Ryan_M

Thank you for the prompt reply. I'll join the thread and help clear things up for you, @BrianQW.

The Transaction Report of the revenue account you stated above is a separate report from your custom QoQ P&L report. It means you'll need to press the Save customisation button on the Transaction Report page itself, right after you add the Class column. With this, you can directly open the Transaction Report in question from the Custom reports tab.

You can keep this article for future reference: Common custom reports in QuickBooks Online. It lists the usual custom reports other QuickBooks Online (QBO) users utilise, along with the steps on how to generate them.

Tap the Reply button if you have other questions about custom reports in QBO. I'll be sure to get back to you. Have a great day!

F

fpbinvestor123

Same issue here, why don't you allow to customize the default settings. That way each user can set up the reports the way it is comfortable for them.

MichelleBh

I am aware of the significance of this issue, @fpbinvestor123.

Customizing the default settings in QuickBooks Online is a fantastic extra feature. You and another user can set up reports in the best way for you.

In light of this, I suggest submitting another feature request to our product engineers. They can examine that and possibly include it in the upcoming version.

You can follow the steps provided by my colleague above. Many of the program's current features, as well as upcoming ones, are based on requests and feedback from users. QuickBooks also has a website where you can vote, comment on ideas, and suggest your own: Customer Feedback for QuickBooks.

Furthermore, check out these articles below to know the different reports available in your subscription and how to personalize them in QuickBooks:

If you ever need further assistance, do not hesitate to reply to this thread. I will do my best to provide support. Take care.