 In this presentation, we will take a look at fonts and numbers options within reports. We will be considering these options with the balance sheet report, although they can apply to most reports within QuickBooks Pro 2019. For more accounting information and accounting courses, visit our website at accountinginstruction.info. Here we are on the home page. We currently have the open windows open. You can open the open windows by going to the view dropdown and selecting the open windows list. We are going to be considering the balance sheet to look at the fonts and numbers settings that can be used. These settings can be applicable to most reports, not just the balance sheet reports, but the balance sheet report is where we will start. So we're going to go to the reports dropdown up top. We're going to go to the company and financials and back on down to that balance sheet standard balance sheet standard. We're going to change the date that date being 123119. That's going to be didn't put it in there correctly. Let's try it one more time 123119 tab. So that's December 31 2019. We're going to refresh it or just click down here or select refresh. We're going to take a look at the different types of fonts and display options we have meaning can we change the font of say the title or the different headers within the report and other types of numbering options we can have what about this little negative I don't like the negative maybe maybe we prefer brackets or red numbers there. So what kind of options do we have that there in terms of fonts? We'll go up top we'll go to the customized reports customized reports. We're going to be taking a look at the fonts and numbers. So here are the fonts and numbers now we have the column labels the row labels the report data and you can take a look at some of this different information to determine exactly you know the items that you'll be changing within the reports clearly some of them are pretty common you know the column labels the row labels and consider what you want to do to those distinct labels you can customize these items by selecting them. So if we want to the report data for example and change the font in the report data this could be useful a lot of times and it could be useful in times when the report maybe is too large that could be one area just from a practical logistical standpoint where we might say okay I want to try to fit this on one page wide and I've done everything else I can maybe I want to try to make the the size of the font larger or smaller or maybe if I chose a different type of font it wouldn't take up so much room and that might be easier to do or just for presentation purposes you can get quite creative with the fonts some some people are very good at that others are less imaginatory about that but changing things like the headers and whatnot and giving your own kind of custom look to the reports can be useful and if you do that then you can memorize those reports and your your reports can be a little bit more distinct people will know then they'll stand out a bit you might want to not to go too far in the in that direction to make sure that you have some standardization within the reports and not make them look too too out of the norm but a little bit out of the norm could give you a you know a bit of an edge in terms of the types of reports you have so if you're going to choose some of these different fonts especially for things like the headers you can change the font style the effects you can have and if there's some items that you want to strike out or unstrike you know put a line through it you can do that you can have the colors that would be adjusted here so if we want to change the colors of it we can have the options there and then the font styles and then of course the font size that we can have so if you take a look at the combinations between these types of options you have a lot of combinations we say okay and change all related fonts we're going to say yes and then okay and then you can see of course big change to the fonts here so if you're if you have skills in those type of areas a lot of different options a lot of different combinations you can have in order to customize your reports in different kind of ways if you want to customize reports in color coded ways and for demonstration purposes that can be a useful tool for setting up your reports if we go back to the customized reports we go back to the fonts and numbers over here also note when i went to the column if you go to columns up top and you change one of these items and you change the font and if we chose something like a color just to make it dramatic and we said okay here notice it's saying change all related fonts if we if we don't do that say no and then select okay it'll change only the fonts that we had selected in that case being the column headers here so then we're going to go back to customize reports we're going to go back to fonts and numbers and then the other options we have over here is show negative numbers oftentimes people like to see negative numbers not just with the little negative because that could be difficult to see sometimes sometimes parentheses are going to be common and you may want to match this with whatever types of reports you're you're receiving whenever you're dealing with clients i tend to like the the brackets here when i use excel for example i use brackets we we also have with a with a trailing minus and this could be useful i don't typically use that format but it could be a useful format you may see that format elsewhere i don't use it because i like to see that everything lining up with the decimal so then we got the parentheses here and that would be one other option that's not normally the default then we have the items down here or this item show in red a lot of people like to see the distinction very distinct by having it both in brackets and red so if we were to say okay if we had any negative numbers like the depreciation here it's going to be very distinct hey this is a negative number you need to subtract on this one and that could give some kind of pop to the reports or give some kind of distinction in terms of how are we going to calculate add or subtract these items and then if we go back to the customized reports up top and we go to fonts and numbers we also have the divide by thousand that's going to take the reports and make them more simplified so if we had a larger numbers if we're talking about thousands or if we're talking about millions then having a lot of zeros even if they're not zeros they're not going to be helping us for decision making meaning if we're talking about millions everything in the thousands range is not really helpful for our decision it's not useful to have that information we could then divide by a thousand which would be the standard here and then say okay and in our case now you see kind of more simplified numbers that aren't going to boggle the mind so much so this is one way that we could standardize the report and say hey this report is in thousands as you can see up here it's a green so you can't see it as well but it's in thousands meaning each line you have here you have to multiply by a thousand to get the true number of what's there most small companies probably don't need that because if the numbers are within thousands or even hundreds of thousands probably not too bad to go through but if you start talking millions then it can be useful to divide by thousands and get the report down to numbers that are easier to look at and just realize that they are in thousands going back to customized reports up top we're going to go to fonts and numbers once again i'm going to take away the thousands and then we can we can export zero amounts so uh accept zero amounts so note that the reports typically will remove the zeros so if there's any zeros they're going to remove them if we check this item we're going to say put those zeros back in the place so this could add items to our report that have zero balances in them i don't typically use that item there because if i want to look at balances with zero then it's probably not something i want to use for reporting purposes but in order to use the zoom feature to zoom in on it which in this case i would use a different report like a trial balance or possibly just go to the chart of accounts and take a look at the detail for a particular report going to go back to the customized reports up top going to go to fonts and numbers last thing we have without sense and that doesn't mean that the report makes no sense but it's not in its sense here in that we're going to get rid of the pennies so we're going to remove the pennies and notice that these two if you're going to divide by a thousand you almost have to check this one off i mean it should almost be a default meaning if you're going to divide by a thousand you're not going to leave the pennies on there typically but you can also use just taking the pennies off of there without dividing by a thousand we want to get rid of the sense so then the last two decimals will remove and we'll have just a rounded number and that could be a lot cleaner to look at because once again the pennies the sense is not something usually relevant to decision making and therefore it might be just cleaner and easier to see reports without them we don't need that clouding things up so these are some types of things they can one they can really customize the report they can really just something like putting the negatives in a red sign could be something that some people really appreciate and it also could be very off-putting obviously if i made the whole report green like this but even if i made it relevant colors that match each other some people especially within the accounting field might say that's not that's just more gaudy i guess not professional i i've come to appreciate colors more and more as time goes by i can really if used well they could really help to distinguish the data and make your data stand out so a little bit of formatting can go a long way removing the decimals some people will just feel like your reports are a lot cleaner not even know really exact why if you just do a little bit of formatting people will notice your reports as compared to other reports just with some distinct nothing too too out of the way something just like having brackets around possibly some of your numbers if that's something to preference or making them red which is again going a little beyond you know maybe the norm but having different kind of fonts that aren't the standard font but maybe isn't too out of out of the norm and if you are dealing with people who are very visual and not financial at all then it's probably okay to go way outside the norm and those locations and possibly make your make your report stand out with colors that make sense you know trying to make the reports stand out in certain certain types of ways that you're trying to emphasize for more accounting information and accounting 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