QuickBooks Desktop allows you to customize any report that you generate. You can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.
Available columns and filters differ for each report/group of reports because each draws information from the company file differently. Knowing report source and targets is particularly important when filtering reports.
Here's how to run and customize reports in QuickBooks Desktop.
- Run a report.
- On the Report window, select Customize Report.
- On the Modify Report window, go to the tab/s you need to update, then select OK when you're done.
QuickBooks Desktop gives you the ability to collapse report columns related to jobs or classes. This lets you see totals by job or class without a lot of scrolling or exporting your report to Excel.
To collapse a single job or class, click the - at the left of the columns you want to collapse.
To collapse all jobs or classes, select Collapse Columns on the report menu bar.
To see all the detail again, click the + sign or Expand Columns.
Note: This feature can only be used if there are sub-jobs or sub-classes in use.
Custom Summary and Custom Transaction Detail reports
You can use the Custom Summary and Custom Transaction Detail reports to create virtually any report in QuickBooks. These reports use different combinations from the Display and Filters tab in the Modify Report window. Just remember that this may be subject to accounting and programming limitations as well as your permissions in the data file.
QuickZoom refers to the magnifying glass symbol that appears in reports and graphs. When the QuickZoom symbol appears over a number in a report, you can double click it to bring up more detail about that number or item.
To open one of the listed transactions in its original form, double-click the transaction.
If the report you need is not readily available, you can also try to create and customize reports for the following:
- Customer, job and sales reports
- Vendor reports
- Item reports
- Company and financial reports
- Payroll and employee reports
Our most powerful reporting tool - only in Enterprise.
QuickBooks Desktop Pro and Premier users can get advanced reporting features by upgrading to QuickBooks Desktop Enterprise. Give us a call at 888-566-4671 and see if it's right for you.