QBOnline and setting report preferences

Hi there, @Jen Horton. 

It's my priority to help you sort this out.  

We can set up default column in the reports by customizing it. Let me walk you through: 

1. From the left pane, click Reports. 
2. Choose specific report you want to customize, example (Profit and Loss) 
3. Click the 3 vertical dots and press Customize to open the customization window. 
4. Customize the General, were you can filter the Report period, Accounting method, and the Number format. 
5. Under Rows/Columns, you can choose which rows and columns appear on the report. 
6. From Filter section, choose which accounts appear on your report. All of your accounts are shown by default. 
7. From Header/Footer,  Header, will show the Company name, Report title, and the Report period. Footer, it contains the Date, Time, and Report basis (cash vs. accrual) 
8. Once done, click Run report. 

Once done, you'll be able to view the customize preferences you've set up and used it as a default. This will give you less time to change the specific columns you want to appear every time you run reports. 

For further guidance, you can check out these articles that will help:  

• Customize reports in QuickBooks Online 

• Popular custom reports in QuickBooks Online 

Fill me in if you have any other questions about Customizing reports. I'll be around if you need help. Have a great day!

Yes, this will allow me to customize a report then run it... I want to PERMANENTLY customize through preferences which columns appear on every Transaction Report I open.  For example:

I can customize a P&L using this method;

if I double click a line item to open the Transaction Report, it opens with default columns not of my choosing and NOT the same preferences which I set the P&L to using this method.

I want to permanently set the preferences for which columns appear on every Transaction Report I open.

I suspect QBO doesn't allow this preference to be changed - because I've not been able to find it.  I hope I'm wrong; I can change preferences in the desktop version :-)

Hello there, Jen Horton.

You can customize and save that format in QuickBooks Online. After you performed the steps provided by my colleauge AileneA. You'll have to click the Save Customization button and rename it.

You can find your customized report in the Custom reports tab in the Reports section. You can refer to the screenshot below.

You can also check out memorizing reports for more information.

Also, for future reference, you can check this Reports Hub.

Please send me a reply if you need extra help. I'm just around to help you out. Have a good one.

Hi there, were you able to find resolution to this? I'm not able to find default preferences and it's driving me crazy :) Thanks!

Thanks for joining the thread, melissa1102.

I understand how important it is for you to change the information that appears by default when running reports in QuickBooks Online. The default preference that you're looking for isn't available. That explains why you're unable to find it.

In QuickBooks Online, you can customize your report to change the default column and control the information displayed by following the steps provided by my colleague AileneA. After that, you can memorize your report to save the current customization settings before running or opening another report. This will make sure that the customized information is saved.

The Custom tab in the Reports menu contains all of the customized and saved reports. To run the same report containing those details, simply choose the report from the list.

Additionally, I've added these articles that will instruct you on how to send and run a scheduled customized report. It provides financial reports that give you a quick overview of your company:

• Set schedule and email information for a memorized report
• Run reports in QuickBooks Online

You can post a reply if you have further questions or clarification about reports. I'll get back to you as soon as I can with more information to assist you.

I would like for all of my reports to not be expanded (subcategories or accounts to be collapsed) when they first pull up.  Can this be saved somewhere in preferences?

Pulling up a report to not be expanded is unavailable, shannonm@fccdc.o.

I can see that having the option can be helpful to your business. I recommend sending your idea to our product development team so they may consider adding this feature to future product updates. Here are the steps:

1. Select the Gear icon at the top.
2. Then click Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Your suggestion goes directly to our Product Development Team to help improve your experience in QBO.

Also, you can customize the report to modify the data needed. Once you have the perfect set of filters, save them to save the current settings. Here's how: 

1. After you customize a report, click Save customization.
2. Give your report a name.
3. Press Save.

Feel free to get back to us if you need more help managing reports in QBO. The Community is 24/7 ready to assist.

Where is the "save customization" button after I customize a report??  Can't see it anywhere!!

Hello there, kayr1.

I understand the importance of the Save customization button in the Payroll summary by employee report for future use. Currently, saving or memorizing payroll report customizations is unavailable.

We understand your need for functionality and would love to hear your thoughts about your experience memorizing the report by sending us feedback within your QuickBooks Online company. It would significantly enhance user experience and efficiency.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

In the meantime, you may want to Export to Excel, Print, or save the report as a PDF, then keep the customization from there. I'll guide you on how to do it.

1. Go to the Reports menu.
2. In the search bar, type Payroll summary by employee.
3. Click the Export drop-down arrow at the top.
4. Choose either Export to Excel or Print or save PDF.

Additionally, we have various reports for reviewing business and employee information. Check the attached article for the complete list in QuickBooks: Run payroll reports.

Keep me posted if you have more questions about QuickBooks or payroll reports. I'm here to help. Take care.

Switch to CLASSIC VIEW, that's where I found the option.

I suggest we all send feedback and ask for the option to be able to customize the columns that all reports open with. 

Is kind of a hassle to memorize every report; and every new report we open isn't in the same format. 

I suggest we all send feedback. 

The more people who want a feature, the more likely we get it.