QuickBooks-Desktop-Tip (22)

Do you find yourself frequently changing report settings from the QuickBooks default settings? If so, you can save some time by having the Modify Report Screen come up prior to generating the report. This will save time as the report will only be generated once, instead of twice. To do this, click on Edit (1) on the menu bar, select Preferences (2), select Reports & Graphs (3), click the “Prompt me to modify report options before opening a report” checkbox (4), and then click the OK button (5). The Modify Report Screen will now open prior to opening a report.

Click on the screenshot below for a larger view.

Hope this helps!

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Author: Scott Meister, CPA

I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com. Certifications include: Certified Public Accountant (CPA) | Certified Bookkeeper (CB) | Advanced Certified ProAdvisor for QuickBooks Desktop | Advanced Certified ProAdvisor for QuickBooks Online | Certified ProAdvisor for QuickBooks Enterprise | Certified ProAdvisor for QuickBooks Point Of Sale