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Customize and memorize a QuickBooks summary report.
Customize and memorize 'Profit & Loss by Month' summary report:
For users of QuickBooks 2000, 2001, 2002, and 2003: From the Reports menu, choose Company & Financial, then choose Profit & Loss Standard.
After the report displays, choose Modify Report.
On the Display tab, change the date range to 12 months (for example, select Last Fiscal Year in the Dates drop-down).
Change the Columns drop-down from 'Total only' to 'Month.'
Choose OK to close Modify Report.
Choose Collapse on the reports buttonbar.
Choose Print.
Change the Orientation from Portrait to Landscape.
Check the box "Fit report to 1 page(s) wide."
Choose Preview.
Choose Print.
Choose Memorize and name the report Profit & Loss by Month.
Customize and memorize a Balance Sheet by Month summary report:
For users of QuickBooks 2000, 2001, 2002, and 2003: From the Reports menu, choose Reports > Company & Financial > Balance Sheet Standard.
Repeat steps 2 through 11 above.
Choose Memorize and name the report 'Balance Sheet by Month.'
Summary reports that can be customized by Month:
- Profit & Loss Standard
- Profit & Loss Unclassified (2003)
- Income by Customer Summary
- Expenses by Vendor Summary
- Balance Sheet Standard
- Balance Sheet Summary
- Customer Balance Summary
- Sales by Customer Summary
- Sales by Rep Summary
- Time by Job Summary (Pro, Premier, and Enterprise)
- Time by Name (Pro, Premier, and Enterprise)
- Time by Item (Pro, Premier, and Enterprise)
- Vendor Balance Summary
- Sales Tax Revenue Summary (2002 and 2003)
- Purchases by Vendor Summary
- Payroll Liabilities
- Profit & Loss Budget Overview
- Forecast Overview (2003 Premier and Enterprise)
Custom Summary (on Modify Report's Display tab, use the 'Display rows by' option to create reports by Customer Type, Vendor Type, and so on).
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