Set your standard and custom report preferences

Learn how to set your standard and custom report preferences in QuickBooks Online.

Default report settings in QuickBooks Online Advanced and Intuit Enterprise Suite let you set your formatting preferences and apply across all your standard and custom business reports.

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

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

Know what you can customize

You can set your preferences for all your standard and custom reports. These settings are managed from a single panel and cascade across your reports.

Your settings include:

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

Change or update your report settings

1. Go to Settings .
2. Select Default report settings.
3. You’ll see expandable options to open and select your report settings. In the Visual section, you can set the following options:
   • Column highlights: Select a color to highlight key columns.
   • Banded rows: Select a row stripe color.
   • Gridlines: Select 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: Select if you want to display your company logo, report period, company name, and decide the header alignment.
   • Footer: Select if you want to display the 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: Select your default report view, such as compact, cozy, comfort, or normal view.
5. Select Save.