How to effectively customize your QuickBooks Desktop Reports

Like life and priorities, you can create customizations in your QuickBooks reports too. All that you need to do right now is to follow the steps mentioned in the article to be champ of customization.

The article will enlighten you about what is customization and need for customizations too.

You may contact QuickBooks Enterprise Support Phone Number 1-888-986-7735 if you are stuck somewhere.

Customizing a report using QuickBooks desktop:

1)   Select the report you would like to customize in QuickBooks desktop.

2)   Go to report tab > customize report > modify report > select the tabs one by one

You would like to modify and make changes accordingly.

1. To change the display settings- the following settings determine the elements that are displayed on the report such as:
1. Data range: this determines the range of data (from-to) that should be displayed in the report. This could be done manually as when you click on the data range option you have the freedom to select from and to dates manually.
2. Report basis: you can either view your report on a cash basis or accrual basis. Cash basis defines the received payments, while accrual basis defines the payments which are received as well as yet to be received.

     2. Column settings: define the columns that are to be displayed in a report:

• In case of a profit loss balance sheet, there is a drop-down list from which you can select the way, you want to display the columns (the type of item, discount, ascending, descending, etc.).
• In case of open invoices or unpaid bills, you have the liberty of choosing from the list of columns while you create a customized field and add the columns you would like to display.
• Sorting drop-down: allows you to select arrange the entries in the column in a particular manner like A to Z or Z to A etc.

Resource: https://qbenterprisesupport.com/customize-your-quickbooks-desktop-reports/