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petercdutton-gma
Level 1

I have to generate separate financial reports from three separate bank accounts for the same company. is this possible with the basic QB online?

 
1 Comment 1
Mark_R
QuickBooks Team

I have to generate separate financial reports from three separate bank accounts for the same company. is this possible with the basic QB online?

Yes, it is, @petercdutton-gma.

 

You can run a QuickReport of each bank account to generate financial reports separately. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Accounting from the left menu, then select Chart of Accounts.
  3. Find the bank account you want to run a report, then choose Run report from the drop-down beside Account history.1.PNG
  4. In the Report period drop-down, specify the date range you want to show on the report. Then, click Run report.
  5. Repeat steps 3 to 4 for the other two bank accounts.

 

If you want to export these reports to an Excel file, you can click the Export icon on the report and select Export to Excel. For more guidance, feel free to check out this article: Export your reports to Excel from QuickBooks Online.

 

I'm still open to your replies if you need further assistance running reports in QuickBooks Online. Have a great day ahead!