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Paula-Raggio
Level 1

We're using QB Online Plus. I'd like to include our logo in the Management report. How do I do that?MC

 
1 Comment 1
RoseJillB
QuickBooks Team

We're using QB Online Plus. I'd like to include our logo in the Management report. How do I do that?MC

We can upload your logo from the settings, Paula. Doing so will give us an option to populate the image to your Management Report. Let's work on this so you can start populating reports with your brand's distinguishing mark.

 

First, let's ensure to import the picture using the steps below:

 

  1. Go to the Gear icon and select Account and Settings.
    account and settings.png
  2. In the Company tab, click the pencil icon in the logo portion to edit.
  3. Upload an Image of it and click Done.
    upload logo.png
  4. Finish this by clicking Done.

 

Once done, proceed with these steps to add them to your management reports:

 

  1. Go to the Reports menu and navigate to the Management Reports tab.
  2. Click the dropdown arrow from a Report and choose Edit.
    management report.png
  3. Check the Logo field to appear on your reports in the Edit management report window
  4. Apply additional personalization and click Save and Close.
    edit mr.png

     

Then, repeat the same process to add them to the other management reports.

 

Other than that, options to add them to your sales forms are also available in QBO. This enhances brand identity, fosters professionalism, and builds customer trust making your documents easily recognizable for your customers.

 

Moreover, you can scan this article for guidelines in customizing your report and saving it to be available for future use: Save a customized report in Quickbooks Online.

 

Additionally, our QuickBooks Live Expert Assisted can help you manage your reports, streamlining your business needs.

 

Let me know if you need additional help in managing reports. I'm just a few clicks away to assist you. Have a good one!

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