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QuickBooks Quick-Tip – Save Time by Creating a Custom Report

by Tracey Hrica, EA Jun 15, 2020 | Share

Here’s a QuickBooks Time-Saver

If you run the same report regularly, you can save customized reports by choosing your preferred filters, renaming the custom report, and saving it. The next time you want to run the report, all you should do is choose your new custom report from your list and it will apply the filters you have saved.

To create a custom report, go to the reports list in QuickBooks and choose the report you want to customize. When the report opens, choose “customize” to change the data, filters, rows, columns, etc., click “run report,” and “save customization.” You can add the report to a group you have created and you can even share with other people in your company. 

With an in-house QuickBooks ProAdvisor, our accounting firm can help you save time with tips like this and more.  We offer services from QuickBooks consulting to full-service bookkeeping, accounting and tax services.

Whatever your QuickBooks need, don’t hesitate to give us a call.  Click below to view our ProAdvisor’s profile.

QuickBooks ProAdvisor Profile – Century Accounting & Financial Services

About the Author

Tracey Hrica, EA

Tracey Hrica joined the firm in 1995 as a bookkeeper. In 2012, she earned the designation of Enrolled Agent(EA), which enables her to prepare personal and business tax returns and represent clients before the IRS. To maintain the designation of EA, she must complete yearly continuing education in the areas of personal and business taxation. Working closely with her clients, Tracey’s primary areas of concentration are new client onboarding, client communication, research, and QuickBooks support. As a QuickBooks ProAdvisor, she works closely with clients who rely on QuickBooks for the day to day running of their business. Tracey has expertise in both QuickBooks Desktop and QuickBooks Online.

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