Set your standard and custom report preferences

Default report settings in QuickBooks Online Advanced and Intuit Enterprise Suite allow you to set your formatting preferences one time and have them apply across all your standard and custom business reports.

Instead of manually adjusting details like fonts, negative number formats, and decimal displays every time you run a report, you can now set your company-wide defaults in one central location. This feature is designed to:

• Save you time by eliminating repetitive manual adjustments.
• Ensure consistency by giving all your reports a standard, professional look and feel.

What you can customize

With Default report settings, you can set the default preferences for all your standard and custom reports. These settings are managed from a single panel and cascade across your reports.

Your default settings include:

• Financial display: Control how decimals, negative numbers, and currency symbols appear.
• Visual style: Set default font sizes and zoom levels.
• Formatting: Apply default column and row highlights to make key data stand out consistently.

Change or update default report settings

1. Go to Settings .
2. Select Default report settings.
3. You’ll see expandable options to open and choose your report settings. In the Visual section, you can set the following options:
   • Column highlights: Choose a color to highlight key columns.
   • Banded rows: Choose a row stripe color.
   • Gridlines: Choose different styles of horizontal and vertical border lines, a combination of them, or none.
4. In the Formatting section, you can set the following options:
   • Header: Choose if you want to display your company logo, report period, company name, and decide the header alignment.
   • Footer: Choose if you want to display Date prepared, Time prepared, the cash or accrual report basis, and decide the footer alignment.
   • Number: Change how numbers and decimals display on the report, such as negatives, currency symbols, and hiding zero amounts.
   • View: Choose your default report view, such as compact, cozy, comfort, or normal view.
5. Select Done to save your preferences.