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Jen Horton
February 22, 2020
Question

QBOnline and setting report preferences

  • February 22, 2020
  • 1 reply
  • 0 views
How do I permanently set a report preference (which columns I see) in QBOnline. I don't get useful information with the default columns and I'm tired of resetting them every time I pull a new report.

    1 reply

    A
    AileneA
    February 23, 2020

    Hi there, @Jen Horton. 

     

    It's my priority to help you sort this out.  

     

    We can set up default column in the reports by customizing it. Let me walk you through: 

     

    1. From the left pane, click Reports. 
    2. Choose specific report you want to customize, example (Profit and Loss) 
    3. Click the 3 vertical dots and press Customize to open the customization window. 
    4. Customize the General, were you can filter the Report period, Accounting method, and the Number format. 
    5. Under Rows/Columns, you can choose which rows and columns appear on the report. 
    6. From Filter section, choose which accounts appear on your report. All of your accounts are shown by default. 
    7. From Header/Footer,  Header, will show the Company name, Report title, and the Report period. Footer, it contains the Date, Time, and Report basis (cash vs. accrual) 
    8. Once done, click Run report. 

      

     

     

     

     

    Once done, you'll be able to view the customize preferences you've set up and used it as a default. This will give you less time to change the specific columns you want to appear every time you run reports. 

     

    For further guidance, you can check out these articles that will help:  

     

    Fill me in if you have any other questions about Customizing reports. I'll be around if you need help. Have a great day!

    J
    Jen HortonAuthor
    February 23, 2020

    Yes, this will allow me to customize a report then run it... I want to PERMANENTLY customize through preferences which columns appear on every Transaction Report I open.  For example:

    I can customize a P&L using this method;

    if I double click a line item to open the Transaction Report, it opens with default columns not of my choosing and NOT the same preferences which I set the P&L to using this method.

    I want to permanently set the preferences for which columns appear on every Transaction Report I open.

    I suspect QBO doesn't allow this preference to be changed - because I've not been able to find it.  I hope I'm wrong; I can change preferences in the desktop version :-)

      MarsStephanieL
      MarsStephanieL
      February 23, 2020

      Hello there, Jen Horton.

       

      You can customize and save that format in QuickBooks Online. After you performed the steps provided by my colleauge AileneA. You'll have to click the Save Customization button and rename it.

       

      You can find your customized report in the Custom reports tab in the Reports section. You can refer to the screenshot below.

       

       

      You can also check out memorizing reports for more information.

       

      Also, for future reference, you can check this Reports Hub.

       

      Please send me a reply if you need extra help. I'm just around to help you out. Have a good one.

       

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