Question

Editing the Default columns on Project Reports

Forum|Forum|5 years ago
January 20, 2021
2 replies
3 views

Is there a way to change the default columns for Project Expenses reports?

I have to create a final report when I close projects, but the default settings are not very useful.

I don't need the transaction type of number to show on my report. Neither split or account (it's already grouped by account).

It's very annoying to have to customize my reports all the time. There is a "Reset to Default" option... where can I edit this "Default option", so all my reports are created with the useful information for me?

QuickBooks Online

R

ReymondO

Moderator

Good day, @jkscatena.

Thanks for sharing your concern with us and providing an additional screenshot.

For now, the option to change the default settings on your report is unavailable in QuickBooks. You'll have to manually customize its settings to view the details that you needed.

However, you can use save its customization by memorizing the report. Let me show you how:

Go to Reports and open the Project Expenses report.
Select Customize.
Once the report is customized the way you like it, click Run report and select Save customization.
In the Custom report name field, enter a descriptive name for the report.
If you want to add this report to a group, select Add this report to a group. Then, choose an existing group or create a new one.
After the desired options are set, click Save.

To find the report or group of reports:

Go to the Reports menu and select Custom Reports.
You'll see a list of all memorized or group of memorized reports.

For more info on customizing your reports, you can check out this article: How to get the most out of your financial reports in QuickBooks Online.

Keep me posted if you need anything else or if you have other questions about managing your reports in QuickBooks. I'll be here to help. Have a great weekend.

J

jkscatenaAuthor

Thank you for your answer.

I've been using these Custom reports and they are super useful - but that's not what I'm questioning here.

For each project, the expenses report needs to be customized. But it's used only once, so there's no reason to save as a Custom Report.

I'm asking if the Project Expenses default report can be changed.

R

Rea_M

Level 10

Hello there, @jkscatena.

Currently, you're able to get the most of the Project Expenses report by customizing it in QuickBooks Online (QBO). You can apply multiple filters to update things like the accounting method, reporting period, and number format.

The Project Expenses report's data is solely based on your project accounts and transactions. With this, manually changing its default amounts/information isn't an option.

You can use the Projects feature to track job costs and helps you stay organized with your project income, expenses, and profitability. To answer the most frequently asked questions about it, I'd recommend checking out this article: Projects FAQ.

Let me know if you have other concerns or follow-up inquiries about project reports in QBO. I'm just around to help. Take care always.

L

lots of questions

i have the same issue. this product has been around long enough for someone to figure this out. I also do not need half the displayed columns and find it enormously frustrating that I cannot create my own default. the other thing that is totally annoying is the fact that you cannot turn off auto check numbering. NOT everything is a check!!! In fact who uses checks anymore anyway?

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