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August 19, 2023
Question

QBO Reports

  • August 19, 2023
  • 1 reply
  • 3 views

How do you change the default report titles for NFP's to Statement of Position and Statement of Activities?

1 reply

Moderator
August 20, 2023

Hi there, BeccaL! It's our pleasure to have you back in the Community space seeking assistance modifying report titles in QuickBooks Online (QBO). Thank you for always reaching out to us.

 

Changing the default titles in your reports is easy to perform, BeccaL. We'd be delighted to walk you through the process of how to do it within the program. Please follow the steps and refer to the screenshots below:

 

  1. Go to the Reports menu.
  2. Hover the cursor in the report titles to see the Edit icon.

  3. Click the field to change the titles you want.


 

Moreover, you can personalize their data and save current customization settings. Feel free to read the following articles for your reference in handling reports in the future:

 

 

We're glad to assist you today, BeccaL. Please don't hesitate to drop by again if you have further questions with any QuickBooks-related concerns. The Community is always looking forward to assisting you. Take care!