Various Ways of Customizing QuickBooks Reports

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Various Ways of Customizing QuickBooks Reports
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QuickBooks reports are very useful and it offers
a wide array of variety for the users. In
addition to giving in-depth details, it also
plays a key role in major decision-making of the
business. You can also tailor the content and the
look of the reports generated in QuickBooks and
can customize the data, add or remove header or
footer, add or remove columns and personalize the
font and style of reports.
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How to customize QuickBooks reports?

• First of all, you need to go to QB dashboard
• Then run a QuickBooks report
• After that, go to the report window and then
  click on Customize Reports
• Finally, go to the modify report window and then
  navigate to the tab which you need to upgrade and
  click on OK after finishing.

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Which option you want to Customize?

• Display Tab

• Filter Tab

• Header/Footer Tab

• Foots and Numbers tab

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Display Tab
The information displayed on the report is
determined by the display tab. There are various
elements in the display tab which you can
customize according to the report you run.

• Report Data Range

• Report Basis

• Columns

• Advanced

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Display Tab
Report Data Range
You can choose the dates which will be covered by
the report and for doing so,click on the date and
select from the drop down date range, or you can
also enter the date manually by selecting from
the calendar.
Report Basis
You can choose from the available report basis
options which are Accrual basis and cash basis.
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Display Tab
Columns

• Customize the columns of Balance sheet and Profit
  and Loss as you want.
• Open Invoice and Unpaid bill detailed reports and
  on the other side, provide a list which can be
  used for columns.
• For keeping or removing a column, choose the
  data.
• A sort by drop down menu allows you to choose how
  your data will appear. It specifies how the
  reports shorts within the subtotal.

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Display Tab
Advanced

• When you click on the Advanced button, there are
  various options displayed under it and they vary
  according to the report you have generated.
• In reports like, General Ledger, Custom
  Transaction details. Sales by customers,Vendor
  Balance details, etc.

• Include This specifies QB to which of the
  accounts, name, item, etc. will be included in
  the report. You can select from the option of
  All and In Use.
• Open Balance/Aging Specifies QB to the
  effective date of report. You can choose from
  Current and Report Date.

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Filter Tab

• Select the Filter tab
• From the list of filter, select the filter which
  you want to apply
• In the detail information of the Filter, choose
  or enter additional information that QB requires
  for the filter to work properly
• From the available filter choices column,
  highlight a filter which you want to delete and
  then click on Remove Selected Filter
• Now Click on Ok

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Header/Footer Tab

• It helps you to customize the information that
  will appear at the top and bottom part of the
  report.
• Check or uncheck the box for the information
  which you want to add/delete.
• For changing the alignment, click on Alignment
  dropdown.

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Foots and Numbers tab
This tab allows you to customize the style and
appearance of the report. For changing the font,
follow the below mentioned steps.

• Select the area which you want to modify.
• Then click on Change Font
• Now go to the Column labels window, change the
  font, its effect, and color
• Click on OK
• Finally, you will see changing font window, click
  on Yes to apply the changed which you have made.

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