QuickBooks provides a valuable repository of important financial data. However, if you do not know how to use this data, you are not getting the best use out of this powerful tool. Below is information about how to make customized reports with your QuickBooks data. This way, you can get the information that you need quickly and easily.
Starting a Report
QuickBooks has a variety of quick ways to begin a report. You can open the report center by first clicking on “Reports” and then “Report Center.” This will allow you to view a comprehensive list of reports that you have already created. Look through the selection of reports and choose the one that you want. Click “Run” on one of the icons so that it will display.
Other Options
If you click on “Fave,” QuickBooks will memorize the report and save it in your favorite reports selection. You can click on “Help” to gain further information about the report and its use. “Info” also gives you information about the report.
Customizing Reports
Click on the “Customize” button and then work with the four tabs across the top of the report to make personal modifications. You can change the data for a different basis upon your accountant’s recommendation. You can also choose a select range of dates for which you want the data. You can also choose the information that you want to display on the report’s columns. You can also display sub-columns to compare historic data with current data. You can also utilize the filters tab to gain even more critical information about your business. This option lets you pick and choose what information that you want or don’t want on the report. If you don’t know whether to click on a certain filter, click on the “Tell me more” option. Common filters include date, time, memo, account, amount, name and type. If you want fewer details on the report, click on the detail level filter. If you want more information, click on the “All” option to see each individual line of data and the total for transactions. However, if you want just the total for the transactions, you can click on “Summary only.”
Memorizing Reports
This feature may be your biggest time saver. After you have your report exactly as you want it, click on it and save it. You can also share the report.
Using the Header/Footer Tab
Your report’s header and footer tab can provide you with additional information on the report. Customize your title for more detailed information than QuickBooks provide. Add an extra footer line to give yourself or your accountant even more information on the report. You can also change the alignment to your choosing.
Formatting Tips
If you prefer a different font than the ones that come preloaded, you can change it. Check this section for more options to change the overall look of your report.