How to Customize the Report Header

Your reports contain a default header that shows your organization's name and address. This topic shows you how to customize the default header text to your liking.

1. Click to display the Settings page:

The Settings page contains settings that let you configure a custom name, address, and payment information for your organization. The name and address you provide will appear in the header of all reports.

This feature is useful if you want your statements and reports to show a shorter name or a name that is more familiar to your customers.

2. Complete the Organization Name and Organization Address fields with the information you want displayed in the report headers.
3. In the Make Checks payable to field, type the name of the individual or organization to whom checks should be made payable to.
4. Click to save the settings.

The information you provided will appear in the header of all reports until you change or remove it.

Related Topics

About the Settings Page

How to Change or Remove the Current Report Header Text

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