Customizing QuickBooks: Part Six Reports

Set up your own custom reports, and see only the information important to your business.

You can create customized income statements which show the profitability of some aspect of your business, by choosing the columns and rows to display.


Go to the Reports menu >> Custom Summary Report


For even more QuickBooks tips, visit the QuickBooks Gal podcast. If you are using Microsoft Office Accounting, be sure to check out the handy tips at Micropods.custmbiz.com

Customizing QuickBooks: Part Five Report Formats

Change the formatting on reports to better reflect your unique business needs. You can easily change your fonts and add a header or footer to your reports. For instance, if your report has multiple pages, you may want to add page numbers. Or, if you are sharing a confidential report, you may want to mark it as such in the footer.
1 Open your report >> click Modify Report (upper left hand corner)
2 The Modify Report window will open, where you can select which columns to display, set filters on the kind of information you wish to see, add important company information, and change your fonts.

It’s also easy to resize the width of your Report columns, so you can limit or expand the amount of text you see. Click on the diamond between column headers and drag to the appropriate column width.  You can easily change the width of any column by clicking on the diamond and dragging your mouse to the left or right.