cancel
Showing results for 
Search instead for 
Did you mean: 
mhg604
Level 2

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

 
Solved
Best answer September 25, 2023

Best Answers
mhg604
Level 2

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

Glad to say that I won't need the workaround. I found the "Edit Titles" popout link to the right of the 

Collapse     Sort     Add notes     Edit titles

 

Screenshot 2023-09-25 062130.jpg

 

View solution in original post

4 Comments 4
ChristineJoieR
QuickBooks Team

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

I can see this is useful in your everyday task, @mhg604. I can share a workaround so you can change the Net Revenue to Net Assets under the Statement of Financial activity in QuickBooks Online.

 

We export the report as a workaround. Once done, you can modify the file from there. Doing this will allow you to edit all the data in the Excel file. 

 

Here's how:

 

  1. Go to Business overview and select Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report file, select the Export icon. Then choose Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder.

 

Moreover, if you're experiencing missing data when opening a report in Excel, it's likely because the file is in protected view. To view the full report, you'll need to select Enable Editing in Excel. 

 

Alternatively, you can switch between the two views anytime without affecting your accounts or data. It allows you to choose the view that best suits your needs. See this reference: Switch between Business and Accountant view in QuickBooks Online.

 

I'm here to help you with any questions or concerns under the Reports section. Feel free to ask me anything, and I'll do my best to provide you with a helpful response.

mhg604
Level 2

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

Glad to say that I won't need the workaround. I found the "Edit Titles" popout link to the right of the 

Collapse     Sort     Add notes     Edit titles

 

Screenshot 2023-09-25 062130.jpg

 

Kurt_M
QuickBooks Team

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

Hi there, @mhg604.

 

Thanks for getting back here in the thread and for letting us know that you're able to get through your current situation. The Community Team is always ready to provide assistance if you have any additional QuickBooks-related concerns. Feel free to comment below or visit us anytime so we can help you as soon as possible.

 

Take care, and have a good one!

FritzF
Moderator

With QBO Adv., I'm creating a Statement of Financial Activity (non-profit). How do I change the default Section Title from "NET REVENUE" to "CHANGE IN NET ASSETS"?

Hi, mhg604 

 

I appreciate you sharing the steps you've done to resolve your concern. This will definitely help other users as well in the future. Please keep on posting here in the Community.

 

Stay safe and have a great rest of the day.

Need to get in touch?

Contact us