An improvement rolling out in phases to all QuickBooks Online companies soon will allows users to edit and change the section titles on reports New features that have been added to report customization now allow you to edit section titles, and include expanded period comparison options. There have always been lots of options available to customize reports in QuickBooks, including the ability to quickly toggle between cash and accrual accounting methods, collapse and expand accounts and sub-accounts, group by various report fields, and add columns to compare and analyze report data. The report center in QuickBooks Online provides customization options to help business users glean the information they need to run their business, and that accountants need to provide guidance and fulfill compliance demands. Each company, no matter what the size, has unique reporting needs and requires some level of customization. When you close the transaction screen, or select < Back to report summary, QuickBooks remembers which row was selected and returns you to that area of the report, rather than the top of the summary report page. Click the gif below to see how it works!Ĭlients who use QuickBooks come in all shapes and sizes, from solopreneurs to large non-profit agencies with hundreds of employees. Then, select a row from the detail report, and the transaction screen for that specific transaction will be displayed. By selecting an amount from any row in a summary report, such as a Profit and Loss, a detail report will open that displays a list of the transactions that make up that amount. QuickZoom allows users to drill down to see the detail of an amount on a report. Users will notice how the scroll bar moves smoothly through the report data and pages, while allowing you to stop and resume without the cursor jumping back up to the top of the page. Scrolling though large reports is intuitive and easy to use. These enhancements resolve data load issues for more than 70 percent of companies with a large QuickBooks database.

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