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QuickBooks Desktop 2017 Release: Improved Report Customization

Our services team frequently gets calls about reports. “We just can’t figure out what’s wrong with this report; it doesn’t seem to be adding up right, and we’re not sure where this data is coming from. Help!”

We go through a troubleshooting process to determine what’s going on, such as why data is appearing or not appearing on the report.


The Results?

Sometimes, the report is accurate; the client just didn’t realize what was going on internally with parameters. Other times, the issue is how the report is set up.

The latest release of QuickBooks 2017 may put us out of this work because they’ve really improved how report customization works:

  • A “show filters” panel will display on all reports. The default state is hidden.
  • You’ll be able to print/export the report with applied filters in “show” mode.
  • You’ll also be able to deselect multiple filter values.

Perhaps, the best way to understand this change is to see it.

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Note that the data in the red box shows the applied filters on this report.

If you’re ready to take advantage of this new functionality, upgrade to QuickBooks Desktop 2017 today.

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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