Essential Steps to Customize Reports in QuickBooks
QuickBooks is one of the most popular accounting software to track revenue and expenses, create invoices and purchase orders, write checks, and more. Its report-making capability enables you to easily create, view and print income detail and summary, balance sheets as well as profit and loss statements.
However, if the report templates don’t provide the correct information you require, you can customize your reports. If you don’t know how to customize reports, then you can contact Intuit QuickBooks online support number to get help from an expert, however, if you want to try on your own, then have a look for some easy steps:-
1. Choose ‘Reports’ placed on the screen topside. The Reports icon will appear in the icon row at the screen upper side. You can also view the Reports in the toolbar just below that the icon row. You will see the Report Finder dialog box.
2. Select the report type you wish. Make use of the drop-down box placed at the Report Finder dialog box upper right-side to choose your report type. It includes vendors and payables, customers and receivables, taxes & accountant and budget, and others.
3. Choose the report you want. For Receivables and Customers, for instance, you can make a Customer Balance Summary and a Collections Report, among other collections. Select to make an Audit Trail, Income Tax Summary or General Ledger for Taxes and Accountant.
4. Choose ‘Customize’ at the dialog box bottom-side. You will see a customize report dialog box. Now, you can select whether to use the cash or the accounting accrual method. You can also state which dates report you want to include.
5. Select filters for your report. If you wish to filter your results, hit the ‘Filters’ button placed at the dialog box upper right-side. A Report Filter dialog box will appear. The Add Filter drop-down menu placed in the box left-side will allow you to select by Account, Due Date, Payment Method, or Paid Status. It enables you to include on the required data.
6. Process your report further. Via the Customize Report dialog box, select the ‘Advanced’ button. You will see the Advanced Options dialog box. You can select a data type to show in rows and columns, and even the report you want to show in the calendar.
However, if you have any query or problem regarding the above listed steps, feel free to get in touch with the expert by calling on the Intuit Phone number listed in the Contactforhelp, offering alternate customer care number and other contact information related to the dedicated professional. Visit: http://tinyurl.com/j746nqe
However, if the report templates don’t provide the correct information you require, you can customize your reports. If you don’t know how to customize reports, then you can contact Intuit QuickBooks online support number to get help from an expert, however, if you want to try on your own, then have a look for some easy steps:-
1. Choose ‘Reports’ placed on the screen topside. The Reports icon will appear in the icon row at the screen upper side. You can also view the Reports in the toolbar just below that the icon row. You will see the Report Finder dialog box.
2. Select the report type you wish. Make use of the drop-down box placed at the Report Finder dialog box upper right-side to choose your report type. It includes vendors and payables, customers and receivables, taxes & accountant and budget, and others.
3. Choose the report you want. For Receivables and Customers, for instance, you can make a Customer Balance Summary and a Collections Report, among other collections. Select to make an Audit Trail, Income Tax Summary or General Ledger for Taxes and Accountant.
4. Choose ‘Customize’ at the dialog box bottom-side. You will see a customize report dialog box. Now, you can select whether to use the cash or the accounting accrual method. You can also state which dates report you want to include.
5. Select filters for your report. If you wish to filter your results, hit the ‘Filters’ button placed at the dialog box upper right-side. A Report Filter dialog box will appear. The Add Filter drop-down menu placed in the box left-side will allow you to select by Account, Due Date, Payment Method, or Paid Status. It enables you to include on the required data.
6. Process your report further. Via the Customize Report dialog box, select the ‘Advanced’ button. You will see the Advanced Options dialog box. You can select a data type to show in rows and columns, and even the report you want to show in the calendar.
However, if you have any query or problem regarding the above listed steps, feel free to get in touch with the expert by calling on the Intuit Phone number listed in the Contactforhelp, offering alternate customer care number and other contact information related to the dedicated professional. Visit: http://tinyurl.com/j746nqe
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