We have learned how to customize summary reports and customize detail reports, but if you need to perform more customization or analysis form your data, QuickBooks has an export to Excel or CSV function within your reports. Let’s open the first page of Industry Supply Profit & Loss report as an example:
We have learned how to memorize transactions for routine transactions in a few simple steps. We have also learned how to customize summary reports and detail reports. QuickBooks also allows you to memorize the reports you have customized, so you don’t have to customize/modify it again each time you need to produce the customized reports.
Once you memorize it, you can simply view it again by clicking:
• Main Menu > Reports > Memorized Reports and choose your report from the drop-down report group, or
• Main Menu > Reports > Memorized Reports > Memorized Reports List and double clicking your report.
Let’s take a look on how you can memorize your customized reports:
Open the customized report and click Ctrl+M or the Memorize bar on the top to open Memorize Report dialog box:
Once you set up QuickBooks to run in multi-user environment, you can always toggle between multi-user and single-user mode. Single-user mode is used more for administrative works where you can merge accounts & items, delete accounts & items, file and pay sales tax, export data from company file, save or open your accountant’s copy, backup & restore company file, and other tasks. You don’t have to memorize which tasks require single-user mode as the program will prompt you to switch mode if you are in multi-user mode. Multi-user mode restricts program features but allows many users in to access QuickBooks over a network.
If you have not set up multi-user mode, to switch to multi-user mode:
1. From the Main Menu, go File > Switch to Single-user Mode and the program will prompt you with “Multi-user hosting setup required” dialog box:
For general searching, The Search command in QuickBooks is easy, fast, and fun to use. To open the Search command, go to Main Menu > Edit > Search or F3. You can type any keywords or value to find all related keywords or value in your company file. For example, if you want to find all results of “health plan” in your company file, just type “health plan” and the program will find all transactions, customers, vendors, accounts, items, employees, and others related to the word “health” or “plan” and” health plan”:
Recall that QuickBooks provides two types of reports: summary/standard reports and detail reports. We have discussed how to customize a summary report in the previous blog and now, we are going to see how you can customize a detail report.
To customize a detail report, you again have to open the built-in report and click the Customize Report bar. Let’s open the Reports > Customers & Receivables > Customer Balance Detail for This Fiscal Quarter (Oct-Dec) as an example (Picture 1):
