Let me help you change the default columns on transaction report, BrianQW.
We can customise the Transaction report to include the Class column. Once you have the perfect set of filters, it will save them automatically in the report. Here's how:
- Open the Trial Balance, Balance Sheet, or Profit and Loss report.
- Click the account or amount to route you to the Transaction report.
- Tap the Customise button.
- Choose Class in the Change columns field.
- Press Run report.
Then, try opening the same report again. You'll notice in the Change columns section that there's a Reset to default link. It means, the Class column is already set to default as part of the report's column. Once done, do the same steps to other reports. You an also save them so you can run the same report in the future. Here's how:
- After you customise a report, select Save customisation.
- Give your report a name.
- Press Save.
To learn more about this one, see the Customise reports in QuickBooks Online article. Feel free to visit our Reports page for more insights about managing your financial reports in QuickBooks.
I'd like to know how you get on after trying the steps as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.
