Change default columns on transaction report (QB Online)

Let me help you change the default columns on transaction report, BrianQW.

We can customise the Transaction report to include the Class column. Once you have the perfect set of filters, it will save them automatically in the report. Here's how:

1. Open the Trial Balance, Balance Sheet, or Profit and Loss report.
2. Click the account or amount to route you to the Transaction report.
3. Tap the Customise button.
4. Choose Class in the Change columns field. 
5. Press Run report. 

Then, try opening the same report again. You'll notice in the Change columns section that there's a Reset to default link. It means, the Class column is already set to default as part of the report's column. Once done, do the same steps to other reports. You an also save them so you can run the same report in the future. Here's how: 

1. After you customise a report, select Save customisation.
2. Give your report a name.
3. Press Save.

To learn more about this one, see the Customise reports in QuickBooks Online article. Feel free to visit our Reports page for more insights about managing your financial reports in QuickBooks. 

I'd like to know how you get on after trying the steps as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one. 

Hi RCV,

Unfortunately this doesn't change the default for me and I still need to repeat the steps to add the "Class" column each time. Here is what I'm doing:

1. Open one of my custom reports. In this case I'll open my QoQ P&L

2. I click on the revenue dollar amount

3. Transaction report opens up showing me all transactions making up the revenue amount. 

4. Click Customize at the upper right

5. Click "change columns"

6. Click the checkbox beside "Class" and click Run Report; looks good I now see the class column on the right of the transaction report

7. Click "back to report" link to go back to my QoQ P&L

8. Click on the revenue amount again

9. Notice that "Class" column is no longer showing and I have to manually show it again

I've tried clicking "Save customization", but the issue persists. I still am not able to open my P&L, click on an amount, and see the transaction report with the "Class" column showing by default.

Look forward to your reply.

Thank you for the prompt reply. I'll join the thread and help clear things up for you, @BrianQW.

The Transaction Report of the revenue account you stated above is a separate report from your custom QoQ P&L report. It means you'll need to press the Save customisation button on the Transaction Report page itself, right after you add the Class column. With this, you can directly open the Transaction Report in question from the Custom reports tab.

You can keep this article for future reference: Common custom reports in QuickBooks Online. It lists the usual custom reports other QuickBooks Online (QBO) users utilise, along with the steps on how to generate them. 

Tap the Reply button if you have other questions about custom reports in QBO. I'll be sure to get back to you. Have a great day!

Ah so I can't simply make it so every time I click on an account from the trial balance, balance sheet, P&L, etc, that it will open that transaction report with the Class column showing? I'd have to actually run the transaction report itself (not the trial balance, balance sheet, etc) and then manually select another account to look at within the transaction report? 

I appreciate the timely reply, @BrianQW.

Yes, you're right. You'll have to click the Save customization button before you open another report. This to ensure that the details you customised are saved. 

Also, you can share the report before you save it. This way, other users will be able to see the shared reports when they go to their Custom reports tab. 

Once done, you can view them in the Custom reports column.

Also, I'm adding these articles that will guide you on how to run and send a scheduled customized report. It provides financial reports that give you a snapshot of your business:

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

I'm just one click away if you need a hand with running payroll reports or any QBO related. I'll be here to ensure your success. Take care always.

I'm having the same issue.  It seems like it would be logical to be able to set the default columns that pertain to our company that we want to show up in any report, like the journal or transaction report, every time we drill down into a transaction.  For instance, I have to 'unselect' a couple of columns and add the class every time I create a journal transaction and want a paper copy of it.

I am also have the same problem with QBO and it appears that the Quickbooks support staff do not comprehend why we need this type of default setting.

We might have many different types of reports and we want to be able to drill down into the accounts. When we drill down into the accounts, there is specific detail that we need in a specific order. Being forced to manually adjust the columns every single time (because we are not searching by "transaction report", we are search by "report" since we manage companies by looking at balance sheets/income statements and then drilling down) is very disappointing. 

I hope Quickbooks can implement this feature soon, or at least tell us that they understand the issue and are prepared to add it to their roadmap.

Unfortunately this doesn't help at all. We are trying to drill down from the balance sheet report level or the income statement report level, we aren't trying to search through the entire account/ledger. 

It feels like you guys are not understanding the issue and use case of why we want to be able to adjust our default settings. Is there an issue with QBO where allowing us to adjust our default views is something that cannot be implemented?

The Community has your back, @vince-tacen-app.

Allow me to address your sentiment one at a time. This way, I can guide you accordingly and help make everything possible with QuickBooks.

I'll take note about your experience with our support and send this feedback to our dedicated team. This way, we can improve the services we offer to our customers. 

I also find that the ability to customize the default report settings in QuickBooks is very useful for you and other users. So I'm going to direct you to a page where you can post feature suggestions. This allows our engineers to come up with a solution.

Here's how: 

1. In your QBO account, go to the Gear icon on the upper right side. 
2. Click Feedback under Profile.
3. Type your suggestion in the box and tap Next. 

Your valuable suggestion is aimed at our product development team to enhance your QuickBooks experience.

In addition, QuickBooks has a website where you can vote and give feedback for all future suggestions. For more details, visit this link: Customer Feedback for QuickBooks Online.

Furthermore, check out these articles below to know the different reports available in your subscription and how to personalize them in QuickBooks: 

• Reports included in your QuickBooks Online subscription
• Reports frequently asked questions

If you have any opinion on your QuickBooks, please feel free to share it with me in this feed. I appreciate the chance to respond immediately. Take care always, @vince-tacen-app.

This is so so frustrating.  And even more frustrating is how the Q.B. people are explaining it, as if they have all the solutions to the specific problem stated. yes, I have the same issue, and your workaround is useless. Might as well everytime, go through what we are doing with customization.  Less initial work, that does not even save us any time at the end of the day.  

I REALLY want the CLASS column as a default too!  This will save so much time as I take a quick review of  the GL from the TB.  The ability to customize the transaction report and change the default would be a MAJOR improvement in the user experience!

Defaulting the Class column on the report is a great idea, BK_No10.

You can send feedback about this feature to our Product Team. Here's how:

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit feedback.
    

Your valuable feedback goes to our Product Development Team to help improve your experience in QuickBooks.

I'm also adding this article to get the statement that you need for your business: Learn how to run reports by class in QuickBooks Online Plus.

Keep me posted if there's anything else you want to do with your transaction report. I'm always right here to provide the information that you need.

The lack of comprehension displayed by Quickbooks support in responding to this question is borderline absurd. 

Clicking through from a GL account balance into a transaction level report is something all Quickbooks users do on a nearly constant basis. 

When clicking through from GL account, different users will need to see different information depending on their financial reporting needs. 

A "custom report" that can not be directly opened by drilling down from a GL account is a completely useless solution, and the failure of Quickbooks support to recognize that is almost more problematic than the initial failure to provide the feature in the first place. 

When will we be able to modify settings for the default columns shown in a drill down report?

I understand the importance of this matter, @nothankyou2781. Let me help you with your concern.

I can guide you how you can customize your report.

Here's how:
 

1. Go to Reports tab and open the reports you want to pull up
2. Select Customize at the upper right
3. You'll see a lot of options how you want to customize your report.
4. You can change the date period of you report.
5. You can go to the change columns section and add column to specify your report.
6. After customize your report you can click Save customization. To ensure that the details you customize are saved and it'll be easy for you to access it in the future.
    

The customized reports that have been save will go to the Custom page. You'll see the list of reports you've customize.

In case the issue still persists, you can send feedback to our product developer for this feature in QuickBooks Online to help improve your experience.

Here's how:
 

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Then, click Next to submit feedback.

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

In case you want more insights about the lists the usual custom reports and steps on how you can pull them up, you can refer to this article for future reference:  Common custom reports in QuickBooks Online.

I'll be here if you need any other clarification about reports in QuickBooks Online. I'll get back to you as soon as possible. Have a good one!

This reply makes it very clear that you don't understand my previous comment, and you may not have even read it at all. Very disappointing. 

Same issue here, why don't you allow to customize the default settings. That way each user can set up the reports the way it is comfortable for them.

I am aware of the significance of this issue, @fpbinvestor123.

Customizing the default settings in QuickBooks Online is a fantastic extra feature. You and another user can set up reports in the best way for you. 

In light of this, I suggest submitting another feature request to our product engineers. They can examine that and possibly include it in the upcoming version.

You can follow the steps provided by my colleague above. Many of the program's current features, as well as upcoming ones, are based on requests and feedback from users. QuickBooks also has a website where you can vote, comment on ideas, and suggest your own: Customer Feedback for QuickBooks.

Furthermore, check out these articles below to know the different reports available in your subscription and how to personalize them in QuickBooks: 

• Reports included in your QuickBooks Online subscription
• Reports frequently asked questions

If you ever need further assistance, do not hesitate to reply to this thread. I will do my best to provide support. Take care. 

Thought I replied here but I guess it got sent elsewhere?

https://quickbooks.intuit.com/learn-support/global/reports/re-change-default-columns-on-transaction-...

https://quickbooks.intuit.com/learn-support/global/reports/re-change-default-columns-on-transaction-...

Hi there, @PiPPii.

I understand the importance of personalising your report according to your preferences. This way, you’ll be able to add the necessary columns to the template and run it via the API. Let me turn around this experience by walking you through sharing your suggestion with the right department.

You can post your question here: https://help.developer.intuit.com/s/topic/0TOG0000000kF9JOAU/quickbooks-online.

We also have documents and helpful resources to help you with other concerns or issues with the API. Check it out here if you need help in the future: https://developer.intuit.com/app/developer/qbo/docs/develop.

In terms of the missing option for the adj column when running a report, please know that every user has role access rights. For instance, the primary administrators get all access rights. On the other hand, they can set up different access levels for a standard user. This means that the access you're using affects what you can and can't do in the program.

You'll want to read these resources to learn more about managing roles and limiting access depending on tasks:

• User roles and access rights in QuickBooks Online International
• User roles and access rights in QuickBooks Online CA

Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Stay safe.

I have access to the Adj column in both companies - as you may see by the screenshot in my post, the Adj checkbox is clickable...

My point is that if I have QBO loaded with both companies, I would expect the out-of-box GL report column structure to be identical and it is not, and I would like to know how it got like that -- like maybe it's a different build of QBO online, or maybe one is a special QBO version for accountants and one is not -- I don't know -- I'm just trying to figure out how two companies, using the same [online] app, with a user with full access to all columns/fields in the QBO company, would have different columns showing on DEFAULT uncustomized out of the box reports.. 

Don't worry about my API question I'm an excellent developer and have no questions about using it -- I was just using it as an example that refutes all the prior "this is how you customize and save a report" non-answers that people were getting annoyed with..

Discussed further with another accountant and we deduced what is going on..

One company you're opening your own company so you don't have the Adj column by default.

When you open the Client's company you DO have the Adj column by default.