Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
AlverMarkT
Moderator

Reply to message

Thank you for joining the thread, @JKubinski.

 

Let me help customize your GL or Account List report for reviewing your books and ensure your input on the new report layout is heard.

 

As of now, there's no option for global customization for the reports. You'll have to customize the Account or GL list report the time you drill them down in the P&L and BS statements. You can only memorize or save the current customization settings and access them in the Custom reports tab. 

 

As for the Account Name and Full Name headers in the report, we can remove the Account Name header since both of them populate the same data. Here's how:

 

  1. In the Account List report, go to Columns.
  2. Select the Reorder tab.
  3. Click on the Eye icon to hide the Account name header.
  4. Update the Report Name on the field above Table View.
  5. Hit Save.

Next, although the Created date appears on the far right of the report by default, you can also move it to somewhere more visible. 

 

  1. Go to Columns.
  2. Click on the Reorder tab.
  3. Drag the "Created date" header title upwards.
         a. The header titles in the Reorder tab are organized from left to right in the report.
  4. Hit Save.

Please check also the Custom reports tab to review if the customizations have been saved.

 

After this, I encourage submitting feedback within your QuickBooks Online (QBO) account for the globalize customization option for the GL report and your overall experience with the new layout. Your input will highlight where the software needs improvement. Here's how:

 

  1. In your QBO account, go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.

 

For future reference, let me add this guide on closing your previous fiscal year and preparing for the new one in QBO: Year-end guide for QuickBooks Online.

 

Let us know if you have further updates on navigating the new layout when running reports in QBO. We're here to assist. Stay safe.

Need to get in touch?

Contact us