Hi there, @ebreit.
I can see the importance of having reports that are formatted correctly and meet your specific requirements. I'm here to help you find a solution that meets your needs.
If you need to adjust the margins of a report in QuickBooks Online (QBO) to accommodate hole punching, one option is to download the report as a PDF and manually adjust the margins outside of QBO before printing. Here's how you can do that:
- Generate the report: Go to the Reports tab in QuickBooks Online and select the desired report, such as the Journal report for the defined period.
- Download the report as a PDF: Once the report is displayed on the screen, look for the option to download or export it as a PDF. This option is usually located in the top-right corner or under the report settings.
- Open the PDF file: Locate the downloaded PDF file on your computer and open it using a PDF viewer software, such as Adobe Acrobat or a web browser with built-in PDF viewing capabilities.
- Adjust the margins: Within the PDF viewer, you should have the option to adjust the margins before printing.
Furthermore, I would like you to review these guides for additional information on managing your reports. You can learn how to send them to your business partners and include specific data.
In case you need a guide to save your report's current settings, please check out this article: Memorize reports in QuickBooks Online.
I'll be around if you need further assistance printing your reports or completing QuickBooks-related tasks. Simply leave a comment below, and I'll get back to you.
