To customize is to modify some of
the jobs or reports. But, there is something you have to keep in mind that when
you keep track of sales and expenses using already defined customer, job and
sales reports. Yes, it is very obvious that if we will talk about accounting
you must focus on what information or detail you need more. It is totally your
call what to opt or not.
How to Customize the Report
·
In
the Reports menu, choose report Center
·
Search
and Open a report on the list
·
Click
on Customize Report
How to create a custom specified reports
Method 1: Taxable Customers:
This displays that all customers of your
company are taxable and it also carry a taxable sales tax code. Below are the
steps mentioned for taxable customers:
·
In
the Reports menu
·
Choose
Customers and receivables
·
Click
on Customer Phone List
·
Click
on Customize Report
·
In
the Display tab, unselect the Main Phone
·
Scroll
over the column list and select Sales Tax Code
·
In
the Filters tab
·
Click
on Sales Tax Code
·
Click
on All taxable Code
·
Choose
Ok
Method 2: Sales Receipt with Payment Check Number
This report displays the check
number mentioned by user when they type for sales receipt, feel free to call QuickBooks Support USA:
·
In
the Reports menu
·
Click
on Customers and Receivables
·
Choose
Transaction List by Customer
·
Click
on Customize Report
·
In
the Display option, verify to add P.O number and pay Meth columns
·
Move
to Filters tab
·
In
the Filter list, click on Transaction type
·
In
transaction type drop down menu, click on Multiple transactions
·
Then
Choose to add Sales Receipts and Payment
·
Click
on OK
Method 3: When Sales report is been totaled by payment method
This report displays
the total payment by payment methods:
- In the Lists menu.
- Click on Customer & Vendor Profile Lists and then choose Payment Method List.
- Right-click on payment method you want and click on Quick Report.
- Click on Customize Report.
- Apply the exact range for date
- In the Filters tab.
- In the Filters list, choose Payment Method.
- In the Payment Method dropdown menu, click on Multiple Payment Methods.
- Choose the payment method you want to display on the report.
- Click on OK.
Method 4: Sales Order report classified by
a customer with Item Name for all opened items
The default
sales order by Customer does not show the detailed information of item.
Whereas, the normal Sales Order by Item Detail Report won’t be able to
categorize customers.
·
In the Reports menu.
- Click on Purchases and then choose Open Purchase Order by Job.
- Click on Customize Report.
- In the Display tab, choose the following columns: Type, Date, Num, Source Name, Item, Item Description, Qty, Open Balance, and Amount.
- In the Filters tab.
- Choose Transaction Type and then click on Sales Order.
- Click on Paid Status and then select Open.
- Choose Received and then select Either.
- Choose the Header or Footer tab.
- Modify the Report Title to Open Sales Order Detail by Customer.
- Click on OK.
Indeed it is a
great choice to go through our articles, which will prove out to be useful for
you. We request you to go carefully through our articles. For further
information on any issue or errors feel free to contact us at QuickBooksSupport USA @ 1-800-731-1629 or you
can also drop us a mail at support@qbooks247.com.
