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mayer1
Level 2

How to utilize account detail type for reporting?

QBO has a feature in setting up accounts to select "Detail Type" which I can't seem to find a use for. I would like to run a P&L report by detail type as it would group all my supplies & material accounts etc. together for tax reporting. I have a similar issue with repairs and maintenance and office. I discovered I can't even sort the chart of accounts onscreen by detail type. I am not sure what the purpose of this field is. If anyone knows of a workaround, it would be extremely helpful as I am working with a non-profit that has various programs which uses separate accounts for tracking in the programs but on the Form 990, it all gets grouped together.

 

Thanks in advance

Mayer

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