New for QuickBooks for Mac 2020 when it comes to Reporting is a Sidebar that slides out with three tabs, Options, Filters and Format. This gives you the ability to make changes to your report in one window, streamlining the process of producing reports designed to fit your specific requirements. Any changes you make from the sidebar will be immediately reflected on the report.
The QB for Mac 2020 Reporting Sidebar makes report customization easier with an Options, Filters and Format tab all at your fingertips. No more switching windows to make changes to your reports, and sidebar selections appear instantly on your displayed report.
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Toggle the 'Show Sidebar' button on the toolbar at the top of the Report Window to open or close the Report Sidebar located on the right side of each report.
Use the Show Sidebar button to open or close the Report Sidebar for customization of any report.
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QuickBooks has also made printing and emailing of reports easier than ever by adding both the 'Print' and 'Email' buttons toolbar located above every report.
Print and Email buttons have been added to the toolbar at the top of every QuickBooks for Mac report for 2020.
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The Options tab allows you to customize your report by selecting the 'Columns' you wish displayed, and the Calendar Type (as shown below). The options tab also provides the Reporting Basis allowing you to easily change reports from Cash to Accrual or Accrual to Cash.
Use the Options tab to selection report parameters including display columns and Calendar type in addition to Reporting Basis (Cash vs Accrual)
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In Detail Reports you can easily search through available columns to add them to your report.
The Options tab provides a variety of additional capabilities for customization when the QuickBooks for Mac Users report is a 'Detail' report.
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The Filters tab allows you quickly search through all the report filters to either remove or add a specific one.
Use the Filters tab to quickly identify the default filters QuickBooks uses for each report, you can easily modify, remove or add filters as needed for your report.
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The Format tab contains all the formatting tab that QuickBooks for Mac users are use to including access to Mac's wide selection of fonts and colors, numbering formats and page layout like header and footer styles.
The Format tab provides users with familiar formatting options for QuickBooks reports including Mac fonts and color choices, numbering formats, and page layout options.
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Also under the Format tab is the Format Setup feature that allows you to choose from a list of format setup styles that gives you the ability to instantly update the look of your report to match your business needs.
Format Setup allows you to configure reporting styles and to save them for your specific business needs. Easily change styles with a simply alternate selection from the drop-down list.
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Save any customizations you make to a report to either modify an existing Format Setup or create a new one.
Once you modify reports according to your specific requirements save the design as a Format Setup. In the future you can easily modify the existing Format Setup, or create a new one from an existing one.
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Graph reports have also been updated in QuickBooks for Mac 2020 to display them with a reports sidebar giving you more control over the graph formatting. Controls more closely approximate those associated with other report types.
Graphs and charts also make use of a report sidebar for customization, features are similar to those of other report types.
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With this cluster of features, Intuit is saying that they have thoroughly 'modernized' QuickBooks Reporting 'to do things the way that Mac does them' and in so doing to afford QB-Mac users improved customization, usability, presentation capabilities and navigation. So, just as I did in my summary, if you like these enhancements/changes in the QuickBooks for Mac reporting for 2020, let us hear from you by posting a comment below.