LieraMarie_A
QuickBooks Team

Account management

Thanks for joining this thread, @Nate5.

 

The only way to set defaults for reports is by saving customization. It keeps its current settings so you won't have to go through the same process again. 

 

Here's how:

  1. Go to the Reports menu.
  2. Open the report you'd like to edit.
  3. Click on the Customize button.
  4. Under the General section, select the Without cents checkbox.
  5. You can play with the filter tools to customize it.
  6. Click Run report.
  7. Once done, click on the Save customization button.
    Capture.PNG

 

You can find your memorized reports under the Custom reports tab. To run, export to Excel (or PDF), edit, or delete a report or group of reports:

  1. Go to Reports, then select Custom Reports.
  2. Find the desired memorized report or group of reports.
  3. Select the Action column drop-down menu, then choose either EditExport as PDFExport as Excel, or Delete.

 

There are several reports you can view information about your business. Refer to this article for more details: Reports included in your QuickBooks Online subscription.

 

I'm always here should you need additional help in customizing your reports. Have a great day.