Home » How to Customize Reports in QuickBooks for Mac?

How to Customize Reports in QuickBooks for Mac?

by Nathan Zachary

With QuickBooks for Mac, you have the power to customize reports quickly and with little effort. Following a specific set of actions, users should be conveniently able to create and customize reports in QuickBooks for Mac. The method to customize reports in QuickBooks for mac is pretty quick and simple.

Users can always feel free to contact us at 1 800 761 1787, and our qualified specialists will be happy to answer any questions or clear up any doubts they may have. We have successfully served clients from all around the world and assisted them in solving the problems they had whether using QuickBooks Desktop or QuickBooks Online.

How to customize reports in QuickBooks for Mac?

To get your reports personalized in QuickBooks, follow the steps below:

  • The user must first open QuickBooks for Mac before creating a report.
  • Select the Customize option in the Report Window after that.
  • The user must choose the tab that they want personalized from this window.

Customizing the report option in QuickBooks

  • Open the QuickBooks Mac app to get started.
  • Open Preferences after that, then, move on to reports.
  • Finally, select the option for automatically displaying customized reports.

Procedure to filter data in QuickBooks for Mac

The filtering step is crucial since it ensures that any undesirable material is removed from your report. The following is how data filtering works in QuickBooks for Mac:

  • The user should select the Customize option as their initial action.
  • The next step includes selecting the proper filter under the Filters option.
  • For simple convenience, the user can use the Search box to scroll past filters.

Also read: quickbooks error code 6143

Various filter types for reports

QuickBooks for Mac offers a variety of report filters. Here is a list of them:

  • Aging: Has to do with past-due bills.
  • Account: With this filter, only certain accounts are included in the report.
  • Amount: Use this filter to exclude certain transactions based on a certain sum.
  • Class: Searching for certain transactions related to various classes.
  • Billing status: Used to locate and report actions or goods that have not been billed.
  • Depending on the sort of customer, customer type.
  • Due date: Only bills that are due within a certain window of time are displayed.
  • Item: Reports can be filtered based on inventory items.
  • To be printed: Filtering particular transactions according to their readiness for printing.
  • There are numerous other filter types in addition to these in QuickBooks for Mac. These filter types can be used by users, depending on why they want to filter the data in their report.

You may also read: quickbooks error code 1603

How to format reports in QuickBooks for Mac?

The user can format their report whichever they find most comfortable and appealing. To format the reports in QuickBooks for Mac, adhere to the instructions below.

  • The user must select the Format tab after producing a report.
  • By selecting the format tab, then choosing the Font and Color for option, the user can change the report’s font or color. The user must next select the region for which he or she wants the report to be customized.
  • The next step is to select the font and color before clicking Save.
  • Users can also alter the alignment of the report’s header, footer, and other elements. Furthermore, the user has formatting options for the report’s template. The user must select the report’s theme after tapping the Format Setup option in order to format the template. The user must then select the Save option after customizing the report theme.

We reach the end of this article. At this stage, we hope that this article helped you with the elaborate process to customize reports in QuickBooks for Mac. For technical assistance, feel free to call our certified ProAdvisors at 1 800 761 1787.

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