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A previous bookkeeper setup up the "automated" reports in our QB. Twice a month I run an OPEN BALANCE REPORT by customer for all projects and send out. I have to edit this report every time I run it to remove 2 columns and add 1 column to show the information the customer and I need. This is getting very annoying and time consuming to to. Below is a picture of the original report and the edited report. Does anyone know how I can make the changes permanent? Thank you
Say no more, @kelper62. I'm here to help you get your report sorted out.
You can save your customized report to keep the changes you've made. Let me guide you how.
- Go to Reports, then "Customer Open Balance".
- In the report, click the Customize button and then remove the unnecessary column.
- Tick Run report.
- Click the Save customization button at the top. Then, type in the Custom report name.
- Hit Save.
For QuickBooks Desktop:
- Open the report, then go to Customize Report at the top.
- In the Columns section, unmarked the columns you want to exclude and mark "Aging".
- Tick OK. Please see attached image below.
- Click the Memorize button at the top. Hit Replace when prompted.
With these steps, you're able to save your filtered report and view this report the next time you want. You can learn about customizing reports at these links here:
We also have a guide on reports and accounting that I'm sure you'll find helpful. It has articles and details of accounting and reports-related questions.
Feel free to message us anytime if you have other questions or concerns. We're always here to lend a hand. Thanks for posting and I wish you have a wonderful day ahead.
