If you intend to print out or create a large number of reports in Quickbooks Online for a number of different clients, you want your reports to be easy to understand for your own peace of mind. Furthermore, if you intend to show these reports to all the important people in your business, like customers or investors, you also want them to look professional. Unfortunately, unless you are a trained accountant, learning the customization page can seem hard to understand.
Customization is actually pretty easy. From your dashboard, go to "Edit," "Preferences," and finally click the "Reports & Graphs" icon from the list in the navigation bar. This will give you a list of customization options where customization is as simple as knowing what each option does.
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