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Set report preferences
by Intuit• Updated 3 months ago
By setting your preferences, you can customize reports in QuickBooks to fit your personal style and business needs.
This article is part of a series that covers basic information about reports in QuickBooks Desktop.
- Understand reports
- Set report preferences
- Customize reports
- Create, access and modify memorized reports
- Combine reports from two or more company data files
- Set up and modify Scheduled Reports
To set your preferences for reports:
- Go to Edit and select Preferences.
- Select Reports & Graphs then My Preferences or Company Preferences.
- Select OK to save preferences you set.
Have issues with report preferences?
If your preferences aren't working as expected, your report templates are likely damaged. Reverting to the default report formatting may help fix this problem.
- Back up the QuickBooks company file
- Go to Edit and select Preferences.
- Select Reports & Graphs.
- Select Company Preferences then select Format.
- In the Report Format Preferences window:
- Go to Header/Footer and select Revert.
- Go to Fonts & Numbers and select Revert.
- Select OK.
- Select OK to close the Preferences window.
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