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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:
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.
So, to be clear, are you suggesting that this manual step must be taken every time you want to print a certain report with larger margins. Can a report not be memorized to save the margin settings?
I know how beneficial it is in your business to memorized the save margin settings on a report, @quantjmf.
While this option is currently unavailable in QuickBooks Online (QBO), I suggest sending feedback directly to our product engineers. Your suggestions are highly valuable to us and consider them while making product updates.
Moreover, if you want to send your memorized report through an email on a recurring schedule, feel free to scan this article as a reference: Set schedule and email information for a memorized report.
Feel free to drop in anytime if you have questions about reports or the status of your product request. We're always here to help.
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