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New to Quickbooks and I have a very basic request.
I want to run a transaction detail by a specific account and export it to excel for analysis.
This is what I have tried so far;
Chart of accounts; tick box next to account number; Account History; Run Report; Gives me sub accounts; when exporting to Excel; prints the entire chart of accounts.
Reports; Transaction Detail by account; Where is the option for selecting the account I want to look at?
Click on the Account through the Balance Sheet; Shows the transactions; Export to excel; prints the entire chart of accounts.
It can't be this hard?
Thanks for posting in the Community, Adriandawet!
You're on the right path when you went to the Chart of accounts and Reports tab. When going to the Chart of accounts and you've Run report, click on Customise to add filter. Here's how:
When you run the Transaction Detail by Account click on Customise to select a specific account. Here's how:
From here you can export the report to excel or save customisation. You can check this link to learn more how to customise reports in QuickBooks Online.
Let me know if you need more information about creating another QuickBooks or anything else. I'm always here to help. Have a great rest of the day!
That works thanks. So in a way you are customising the search function rather than having to create a custom report each time you want to look at a different account?
Happy to hear that it works on your end, Adriandawet. Yes, you can run the same report and customise it according to your preference. You can also create a custom report if you would like to have the same filter or layout the next time you run the same report.
Here's how to customise a report:
For more detailed information, you can check on this article: Customise reports in QuickBooks Online.
Feel free to drop a comment below if you have any other questions with reports. Have a nice day!
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