custom transaction detail report

Forum|Forum|6 years ago
July 9, 2020
4 replies
21 views

I'm using quickbooks pro 2016 on windows 7. When I double click on an account in my P&L it opens a "custom transaction detail report". I send reports on various accounts to my accountant for taxes. Every transaction detail report that I generate I have to modify to my liking - which is a painful waste of time. How do I make my changes come up every time I double click and drill down on an account without having to re-modify it?

QuickBooks Desktop

Adrian_A

Level 8

We can customize the report and memorize the customization, dynsol.

This way, we don't have to remodify the report every time you open it. I'll show you how:

Click the Reports menu.
From Company & Financial, select a Profit and Loss report.
Select the account.
In the Transaction Detail by Account page, click the Customize Report button.
Filter the report, and then click OK.
Click Memorize.
Enter a Name report.
Select either you'd want to Share this report template with others or Save in Memorized Report Group.
Click OK.

I've added this article on how to access the memorized reports: Create, access, and modify memorized reports.

I'm just a post-away if you still need my help. Have a great day!

dynsolAuthor

Adrian,

Thanks for your reply.

I've performed the procedure you outline and QB wants a unique name when I memorize it.

I've created one with a unique name but when I drill down on the account the previous report comes up.

I've gone into the report center under the memorized tab and the old and new reports are there; when I "run" them the have the format I want but not when I run them from the P&L.

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