How to Customize / Memorize Report in Quick Books?

How to Customize Report in Quick Books?

How to Memorize Report in Quick Books?

This blog is about the report customizations in Quick books and memorize it in specific folder for later view/print of the same in the same customized format.

There are lot of reports in Quick books categorized with respect to each module and almost all reports can be customized except some. If you don't see option of "Customize Report" button that means you cannot customize that report so much and you have to view results in the designed format. You can export report in excel and customize according to your need.

Here, i am going to generate, customize and memorize report related to "Cash & Banks" as Cash and bank ledgers not available in Cash and Bank module. and it is a basic need of each entity's management to have these reports.

Go to --> Home Page --> Click on Chart of Account --> Cash & Bank or Specific Cash Account

Generate Quick Report by short key (Ctrl+Q), this option is available in report section in footer also as highlighted in image.

The child gives you only single ledger report but the Parent Quick Report gives you all child ledgers details also. You will get default report format.   

Customize Report:

To customize report and show/hide some more columns click on Customize report button on the left top corner, A pop-up will appear, there you can choose the columns by clicking the respective info like activate the Debit/Credit column etc.

When you click on OK button after check/Uncheck the desired options, report refreshes to display the results.

Filters:

Click on Filters TAB and filter out the data according to your requirments. You can filter out by Account, Name, Class, Memo etc. like in this case if you want to view the single Cash or Bank ledger then choose the filter of Account and select there the Bank/Cash Account. Name is used to sort out data by Customers, Suppliers, Employees and other names etc.

Headers/Footers:

If you want to customize report Header and Footer then use this TAB, rename the existing default information and write your own you want to display in report.

Fonts/Numbers:

You can set report format/layout, Font Style and Size for each report label/part.

If you want to have this report display next time with the same columns then memorize it and save in specific folder to view it later.

Memorize Report:

To memorize report Click on "Memorize Button" a pop-up will appear, there you can Name this report and add in default report Group/module by check marking the "Save in Memorized report group". You can add "Report Group" and name it for your memorized reports. Based on report nature you can choose already created report groups.  

Thank You!