cancel
Showing results for 
Search instead for 
Did you mean: 
vince-tacen-app
Level 2

Is there a way to modify the way that "default reports" show columns? There are too many columns in the default report and I want to not show them by default

By default, columns shown are: Date, Transaction Type, Num, Name, Memo/Description, Account, Split, Amount and Balance I want to see, by default, only the following: Date, Name, Memo/Description, Amount, Balance How can I modify the default columns - every time I try to amend the view it creates a customized report - this is what I don't want
2 Comments 2
AbegailS_
QuickBooks Team

Is there a way to modify the way that "default reports" show columns? There are too many columns in the default report and I want to not show them by default

Welcome to the Community, Vince. 

 

As of the moment, the feature that you want in customizing your report is not possible. 

 

As a workaround, I can provide you with steps wherein you can memorize your report with the columns that you want to have. 

 

Here's how:

  1. Find and display the report you want to memorize.
  2. Select Customize.
  3. Once the report is customized the way you like it, select Run report, then Save customization.
  4. In the Custom report name field, enter a descriptive name for the report.
  5. If you want to add this report to a group, select Add this report to a group, then choose an existing group or create a new one.
  6. If you want to share the report with other users, select Share with, then choose the users. Sharing the report will add it to other users' My custom reports. 
  7. Once the desired options are set, select Save.

 

For more detailed steps, you can check out this article: Memorize reports in QuickBooks Online

 

Since we're continuously working towards providing better features to help improve our customer's experience while using the program. I suggest sending feedback to our product developers to add this option for the upcoming product enhancements.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You can also see this link for more details: How do I submit feedback?

 

Additionally, I recommend the following resource which has video tutorials to help a user customize reports, as well as how to export it to Excel:

 

 

Feel at ease to get back to this thread if you have other questions in managing the reports in QuickBooks. I'll be happy to help you further. Have a pleasant day.

vince-tacen-app
Level 2

Is there a way to modify the way that "default reports" show columns? There are too many columns in the default report and I want to not show them by default

Thank you for your response, but the memorized report is not useful at all for our purposes. 

Need to get in touch?

Contact us