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Mastering QuickBooks 2021

You're reading from   Mastering QuickBooks 2021 The ultimate guide to bookkeeping and QuickBooks Online

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Product type Paperback
Published in Jan 2021
Publisher Packt
ISBN-13 9781800204041
Length 414 pages
Edition 2nd Edition
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Author (1):
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Crystalynn Shelton Crystalynn Shelton
Author Profile Icon Crystalynn Shelton
Crystalynn Shelton
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Table of Contents (26) Chapters Close

Preface 1. Section 1: Setting Up Your Company File
2. Getting Started with QuickBooks Online FREE CHAPTER 3. QuickBooks Online Advanced 4. Company File Setup 5. Migrating to QuickBooks Online 6. Customizing QuickBooks for Your Business 7. Managing Customers, Vendors, Products, and Services 8. Section 2: Recording Transactions in QuickBooks Online
9. Managing Sales Tax 10. Recording Sales Transactions in QuickBooks Online 11. Recording Expenses in QuickBooks Online 12. Reconciling Downloaded Bank and Credit Card Transactions 13. Section 3: Generating Reports in QuickBooks Online
14. Report Center Overview 15. Business Overview Reports 16. Customer Sales Reports in QuickBooks Online 17. Vendor and Expenses Reports 18. Section 4: Managing Employees and Contractors
19. Managing Payroll in QuickBooks Online 20. Managing 1099 Contractors in QuickBooks Online 21. Section 5: Closing the Books and Handling Special Transactions
22. Closing the Books in QuickBooks Online 23. Handling Special Transactions in QuickBooks Online 24. Shortcuts and Test Drive 25. Other Books You May Enjoy

Header and footer report customization

You can also customize the header and footer information that appears on reports. This can be useful if you have filtered a report in such a way that the current title is no longer applicable.

To customize the header, you can add a logo, update/change the name of the company that appears on the report, and change the title of the report. You can also choose to have the dates displayed on the report or remove them.

The following is a screenshot of the Header information that can be customized on reports:

To customize the footer, you can choose whether or not to display the date when the report was prepared, the time the report was prepared, and the report basis.

The following is a snapshot of the Footer information that can be customized on reports:

Now that you know how to customize reports to fit your business needs, you are ready to learn how to share reports. You can export reports to Excel, PDF, a printer, or email them directly from QuickBooks...

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