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treasurer112
Level 1

Customising columns in Transaction Report accessed via P&L

When I run a P&L or BalSht report, and drill-down on a number, the Transaction Report which appears always contains the columns 'Split' and 'Account'. I don't need these columns and are constantly removing them so that the rest of the data is easier to read. Is there any way to set the default columns for this drill-down transaction report?

1 Comment 1
LieraMarie_A
QuickBooks Team

Customising columns in Transaction Report accessed via P&L

Hi there, @treasurer112.

 

Being able to set default columns to drill-down transactions reports would be helpful. It helps you save time, as you won't need to remove them constantly every time you run the report. For now, you can memorise reports to save your customisation settings and access them in the Custom Reports tab.

 

Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback. We also share recent happenings and future developments, such as updates to newly added features. Head to this link: The Firm of the Future.

 

Drop me a line if you need further assistance with customizing your reports. I'm always available here to help.