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June 4, 2022
Question

Hi all, I am having to save my view settings, in almost any segment in QBO, e.g. in reports I am having to change layout each time. Can my view settings not be saved?

  • June 4, 2022
  • 1 reply
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I want QBO to save my view settings or formatting that I do in any segment or module so to speak in QBO. Mostly  I experience this issue when running various reports. In that I have to select certain Column options and then change its order as well every time! I would like to know if these settings can be saved ?

1 reply

June 4, 2022

Thank you for reaching the Community, binmasoodconsultancy.

 

I'm here to share some information about the display  preferences for reports in QuickBooks Online.

 

QuickBooks will always use the default display/format on report pages. Also, browsers have cookies and site settings to remember their preferences for a certain site or pages. For example, column widths and formatting, although those capabilities may have a limit on how much formatting information they can save.

 

You can consider saving your customised reports. This way, you can run the same report in the future.

 

Like this:

 

  1. Go to Business overview and select Reports.
  2. Find and open a report.
  3. Use the basic filters on the report to adjust things like the report dates.
  4. Click Customise in the top right hand corner of the page.
  5. After you customise a report, select Save customisation.
  6. Create a name for your custom report.
  7. Click on Save.

 

I'm adding this article to learn how you can view and manage your custom reports: Customise reports in QuickBooks Online.

 

Learn how to customize your reports to get the most out of them., you can check out this link for common custom reports in QuickBooks Online.

 

I'll be around if you still have other concerns or follow-up questions about reports. Take care and enjoy your weekend.