 In this presentation, we will take a look at header and footer report options using the balance sheet as an example within QuickBooks Pro 2019. For more accounting information and accounting courses, visit our website at accountinginstruction.info. Here we are in the home tab. We currently have the open windows open. You can open the open windows by going to the view dropdown up top and selecting the open windows list. We are now going to take a look at the headers and footers. We're going to do that with the example of the balance sheet. The header and footer options, however, can be used with just about any type of report we have. We will have similar options, in other words, for many different types of reports. We're going to go to the reports dropdown first and go to the company and financial, then go on down to our balance sheet standard, the report that we will be working with, the report for which we will be changing the headers and footers. Here is our balance sheet. We're going to change the date to 123119 or December 31, 2019. That's going to give us our practice data that we can now work with. When considering the headers and footers, we are, of course, considering these items mainly, which is going to be the report name that's going to be typical with just about any type or the company name, which will be typical, which is about any type of report. We're going to put our company name on top every time. Then the report that we have balance sheet, in this case, as of balance sheet is typically as of one point in time. It's going to give us either as of or a date range for the period ended or some type of date range language, depending on the type of report. Pretty much all reports are that way where either we're reporting our company or reporting the name of the report, and it's either going to be for a point in time or oftentimes for many different types of reports other than the balance sheet will be reporting for a range, a month, a year, something like that. That's going to be the header information, the footer information. We would see if we were going to go to the print preview by going to the print. If we print the report, and then we take a look at the preview, we'll see that the footer now just consists of a page number here. So that's where the footer goes. We can obviously change some of the footer information as well. So I'm going to close this back out. And we're going to go into some of our options now for the changing of the headers and footers. To find that we're going to go into the customized reports. So we will customize the reports once again, we're going to go to the headers and footers tab this time. I'm going to move this to the side a little bit. Now last time remember that we removed these three. So you could still do that we could remove those if we want and get rid of those. Now we're going to take a look at these options for the company name report title subtitle. So clearly we could change our company name if we had some kind of more official name that we wanted to put there or if we want to remove the name entirely of course we can remove the name. If it was a company we can you know add a company terminology or delete a company terminology just to give an example it won't show until we hit OK. And then we've got the balance sheet. So that's going to be our custom report that's the report type we have now. We've seen in prior presentations that we can do a whole lot of different things to the balance sheet and and change what the balance sheet actually is going to have a comparative balance sheet we can have a balance sheet without any percentage percentage balance sheet vertical analysis horizontal analysis. So this could be the starting point and anytime we make a change to the balance sheet we would then possibly want to change what the balance sheet is to whatever you know new report we made if we made a comparison balance sheet we might want to add the word comparison. So if I'm just going to put balance sheet adjusted a DJ in some way. And so once we compare that and change the headings then we can save these reports and we can then go into them and have whatever name is most appropriate from the thing we started with which was a balance sheet to do what we ended with which could be some kind of comparison or something that could be pretty different than just a normal balance sheet those just the starting point we had. And then the date is much the same if we have the date of the normal balance sheet it's going off of the normal date and the standard report typically. And so it's going to be as of December 31st 2019 but if we change it to monthly or something like or weekly then we're going to have some kind of comparison and we're going to want to change this date to be better appropriated to whatever range that we have. So it could be December 31st we might have you know November and December or something like that November and December that we were now reporting. So we just want to make sure that whatever range that we actually adjusted on the reports is going to be reflected in this date range here or we can of course remove the date range if we don't want it but typically we would want some type of date range to let us know what we are talking about within the heading of the report. This item here is going to print the header on multiple pages meaning if it was more than one page long and we were to print this the second page would still have this header before it went on to the to the next data on the next page that's going to be the default. So instead of us having for example the bottom line being equity on the second page and it's just having a line with equity on it a whole page which is it's going to show the header and footer and then that equity section on the second page. So if we look at this now just to see what these changes you'd have to actually hit okay to see these changes and they'll show up top here and we'll say okay and that'll give us some of our adjustments we added to the company and this adjustment in the header footer here. So very useful whenever we adjust the reports whenever we take something from the standard report whatever we started with made substantial adjustments to it we're going to have to change the the name of the report and probably the date ranges. Once we do so it's going to be useful to memorize the reports we'll talk about that a little bit later because then we we can start to get to pretty substantial changes once we change the report we've got to make sure to change the date names the name of report it's a lot easier to save those types of reports and be able to go directly to them where those changes have been made and the numbers will just update as the dates that we choose will change with the date ranges. So we'll go back to the customized report up top let's go back to the headers and footers we then have the alignment and they give us three defaults on the alignment so the standard is as you see here we have the left line just going to move the title to the left so if we were to say okay it moves it over there and then we're going to say customize reports headers and footers obviously same thing if we if we move it to the right it would do the same thing so those are going to be those options then the footers here and we can revert back to the standard down here which is going to be the standard so if we go to the to the show footer here now footer options we've got the page number and we can have a different kind of format of the page number that's going to be standard meaning it's going to say page one page two in the footer then we've got the extra footer which we could put our name on the the footer you know whatever we want on the footer that might help us to customize we might want to put another some kind of customization into the footer section and then we can print the footer on the first page or not sometimes we might have a report sometimes people like to have the first page not have the footer possibly on the second page that's where the footer starts the default will be to have the footer on the first page we say okay to check the footer you can't just scroll down to the report you got to go to the print and then reports and then take a look at the preview and we'll see down here if we zoom in we've got the page and we've got the name here so that's how the footer will line up closing this back out closing this back out those are going to be our major options for the standardizations of the headers and footers you want to make sure that you line up the different types of header options and footer options with the different kinds of standard or customized reports that you make as you customize from the standard reports and then again we'll talk about how to memorize those once done so we don't have to repeat that process every time for more accounting information and accounting courses visit our website at accountinginstruction.info