Roll up missing accounts: In the Accounts toolbox, select the missing account you want to add, then drag-and-drop it directly onto the desired row in the statement. A small, red Roll up indicator quickly appears for the combined account.
To further customize a statement in the report, use any of the options in Row Properties or Column Properties in the Statement Writer pane.
When you print the report, you set the contents and order.Advanced button: Screens 1 through 4 have an Advanced button in the top right-hand corner of the screen, which displays a screen-specific menu with some helpful options you can choose for further customization. How can I see a running demo? Show: Select to show decimal places, column headers on each page, and inactive accounts. For example, you can combine several rows of a report into a single row. The good news is that in the version of QuickBooks, I think we finally have a workable solution. This means you can refresh the data directly into your formatted reports as opposed to exporting and then reformatting each month. You can also right-click a column in the statement to display a menu, then make a selection. Memorize the current statement: Click the single page icon on the tool bar.
These style settings will be used for all future reports. By allowing you to store design choices and formatting, templates save you time because they prevent you from having to repeat work you've already done.
This is a very concise overview of basic report creation: In QuickBooks, click the QuickBooks Statement Writer icon near the top of the window, then click Design New Report in the opening dialog.
Use step-by-step tabs to move through the screens: The numbered tabs at the top of the screen allow you to move seamlessly through the screens in a step-by-step manner as you customize the report.