Customize General Ledger & Other Reports

Got a QuickBooks Mess? Call The QuickBooks Gal!

Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal

Today I want to remind you that it's easy to Customize Reports in QuickBooks.

A client called the other day to ask a question about customizing a report for her boss. She works for an accountant who wants to produce a customized General Ledger report that doesn't show two or the four accounts that are automatically created in QuickBooks: Retained Earnings & Payroll Liabilities.

She wanted to know how to get rid of those accounts...when she tried deleting them, they always came back the next time she opened the QuickBooks company file. She tried making those accounts inactive, but when she printed the General Ledger, there they were again...even if there was no activity recorded to them!

The solution is simple: Modify the report to exclude those accounts and then memorize this report for future use so it won't have to be modified every time it is used.

To do this, simply open the report and select Modify in the report tool bar. Once there, select the Filters tab and select Multiple accounts making sure to exclude the accounts you do not wish to be shown in the report.

Then once you return to the onscreen view and confirm that you have accomplished the desired results, memorize the report and give it a unique name, such as Custom G/L.

Now all you have to do is open the Memorized Report and select the date range you wish to view.

I hope this is a useful tip. Be sure to tune in again for another QuickBooks Gal Minute.
If You've Got a QuickBooks Mess, Call The QuickBooks Gal!

I'm Jayne Miller, The QuickBooks Gal. Thanks for listening.

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