custom report

Hi there, Smizzi. We can check the Custom Reports section to see if the report was saved as a custom template last year.

If you can't find it there, we can recreate a similar view by using the Transaction Detail by Account Report. However, please note that there are certain limitations to what standard reports can display. When we customize this report, we won't find the exact "Payee," "Payment (USD)," "Deposit (USD)" columns to choose from, as standard reports use "Debit," "Credit," or "Amount" columns instead.

Here's how to run the report:

1. Navigate to the Reports menu.
2. In the Search box, type "Transaction Detail by Account."
3. Run the report, then in the upper-right corner, click Customize.
4. Under Filters, select Distribution Account and choose Unapplied Cash Payment.
5. Set your date range to match the period ending 8/25/25
6. In the Columns section, select Date, Transaction Type, Num, Memo, Amount, Ref No., and Currency, along with any other fields required to match your previous report.
   
   
   
   
7. Once the report matches your desired layout, click Save As to save it as a custom report for easy reuse.

If you are looking to see those exact column headers, that specific layout is actually available in the Account Register view. Please note that the register is a transactional ledger view rather than a standard report, but it will display the exact formatting you remember.

For advanced reporting tools, consider QuickBooks Online Advanced, which offers custom fields, templates, and additional flexibility in creating reports tailored to your business needs.

If you need additional assistance with customizing your report, please let us know. We're here to assist!

Hello Smizzi,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

.