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R
RotaryDan
October 5, 2021
Question

Modifying memorized report headings

  • October 5, 2021
  • 1 reply
  • 0 views

I generate a monthly report for my Rotary club. At the bottom of the report it lists Total Expense, then Net ordinary Income and finally Net Income. I want to eliminate the Net Ordinary Income line and replace the Net Income line with Net Income/Loss

I can do this after creating a PDF, but I want the report to show this change prior to creating the pdf

1 reply

T
Trish_T
October 6, 2021

Hi RotaryDan,

 

Welcome to Community!  Thanks for reaching out!  Having the ability to Customize Reports in QuickBooks Desktop allows you see what matters most.  I'd be happy to help!

 

The options available to customize your reports will differ due to the information pulled from the Company File.  When you open your preferred report, you'll see the Customize Report tab at the top left.  You'll have the option to edit filters, header/footers and fonts.  To Remove a Filter, highlight the one you want removed and then choose Remove Selected Filter and then OK.  Custom Summary and Custom Transaction Detail reports allow you to create any report in QuickBooks, depending on programming limitations and permissions in the data file. 

 

For your reference and additional information to Customize Reports in QuickBooks Desktop, click here.

 

If you require additional assistance, or have any other questions, please feel free to reach back out.  We're glad to help!

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