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Replying to:
ShangY
QuickBooks Team

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I recognize that each company has unique needs, and I can see how the feature to allow users to set preferred date ranges and columns that automatically apply to all reports, eliminating the need for repetitive adjustments on a per-account basis would save time and minimize errors, @YL_98. We understand the importance of efficiency and accuracy in your operations, are here to make sure this tool meets your specific needs and experiences.

 

Implementing new features requires a comprehensive process to maintain the quality and reliability expected. I recommend sending this request straight to our product engineers through feedback. It helps us improve the features of the program. I'll show you how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your suggestions.
  3. Then, submit your request.

 

Furthermore, this platform offers versatile options to manage your data including the capability to email, export, and print a report, or save it in a PDF format for future reference. For detailed guidance on these features, please visit the resource: Run reports in QuickBooks Online. Then proceed to the Manage your reports section. 

 

Please remember that my team and I are always here to support you with any questions or concerns you might have while using the program. Don't hesitate to reach out; we're here to assist you every step of the way.

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