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September 2, 2020
Question

Quickbooks quickreport defaults

  • September 2, 2020
  • 1 reply
  • 3 views

Hello,

 

Is it possible to modify the account quick report that is generated through the chart of accounts? Our bookkeeper will frequently generate a quick report by going to the account list and then double clicking on the account he's interested in.  He then has to modify the report. Typically he will add a debit and credit column. Is it possible to save this in way to apply to all accounts where he wouldn't have to add these columns every time he runs a report in this fashion? 

 

Software is QB premier 2018 desktop

Thanks,

Shane

1 reply

BigRedConsulting
Level 15
September 2, 2020

It's not possible to change the default quickreports.

 

However, you can create and memorize custom reports and then run them from the memorized reports menu.  You can also add reports your customized to the toolbar.