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So basically i cannot edit the P&L template itself in QB online that could save these for future months reports too. Every month i need to export excel, edit and do save as PDF correct?
That's correct, @Angel virani.
The only customization you can save for future reference is found in the Customize button. For now, you'll want to follow the workaround provided by our allstar.
You can learn more about exporting reports at this link: Export your reports to Excel from QuickBooks Online.
We also have a guide on how to customize reports in QuickBooks Online that I'm sure you'll find helpful. It has details and steps that'll help you filter your reports to show specific accounts or customers, or format things just the way you want them.
That's all there is to it. Feel welcome to message us back here in the Community if you need help with anything else. We're always here to lend a hand. Thanks for joining us today and I wish you have a nice day ahead.
You will have to export to excel and add those lines in
So basically i cannot edit the P&L template itself in QB online that could save these for future months reports too. Every month i need to export excel, edit and do save as PDF correct?
That's correct, @Angel virani.
The only customization you can save for future reference is found in the Customize button. For now, you'll want to follow the workaround provided by our allstar.
You can learn more about exporting reports at this link: Export your reports to Excel from QuickBooks Online.
We also have a guide on how to customize reports in QuickBooks Online that I'm sure you'll find helpful. It has details and steps that'll help you filter your reports to show specific accounts or customers, or format things just the way you want them.
That's all there is to it. Feel welcome to message us back here in the Community if you need help with anything else. We're always here to lend a hand. Thanks for joining us today and I wish you have a nice day ahead.
Thanks
Thanks
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