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July 27, 2023
Question

Is there a way I can customized our Transaction Journal template aside from customization option? Can you recommend a third party apps for this one ?

  • July 27, 2023
  • 1 reply
  • 0 views
For Example : I'd like some of the columns/row options to be in the footer, and for signature approval under the footer

1 reply

July 27, 2023

Hi there, @itechloucandido-.

 

At this time, customizing the transaction journal template in QuickBooks Online (QBO) isn't an option. In the meantime, you can open a Journal report and export the file to Excel or PDF. From there, you can add the information you need on the footer.

 

To run and export the report, here's how:

 

  1. In the left menu, select Report.
  2. Go to the For my accountant section.
  3. Choose Journal.
  4. Set the necessary filter.
  5. Click the Export button and select Export to Excel or Export to PDF.

 

As for your other concern in looking for a third party app, QuickBooks integrates with hundreds of third-party software developers. 

 

While I’m unable to recommend you an app, to view a wide range of options, use specific keywords to narrow down the search. You can check the reviews from other customers to help you decide which app suits your business type and needs.

 

To look for an app, here's how:

 

  1. On your QBO account, click Apps in the left menu. 
  2. Go to the Finds Apps tab.
  3. In the search tab, type in the app you're looking for.

 

If you need tips and related articles when managing your QBO account in the future, feel free to visit our Community website for more insights.

 

If you have any more questions or concerns, please don't hesitate to comment below. Have a good rest of your day!