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JanicePickwell
Level 3

How to access the Account QuickReport in QBO?

I am not able to reliably find the Account QuickReport.  I seem to stumble across it sometimes but usually when I am in the throes of digging through data and don't take note that I have found the report that I need.
2 Comments 2
JanicePickwell
Level 3

How to access the Account QuickReport in QBO?

Sorry, I found it again.

I think what has/had me confounded is you can't access it from a Balance Sheet Account?, Bank account for sure.

But I can add Asset and Liability accounts to a QuickReport once I have opened one from an Expense account I can customize it.... sorta like a back door.

 

Is there a more staight forward way to get to it?

 

thanks for you insights, 

(qbo wrestling)

 

JamesM4
QuickBooks Team

How to access the Account QuickReport in QBO?

Hello JanicePickwell. Thanks for connecting with us here. The method you've described is the one currently available in the program. I can see the benefit of being able to use a different method and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Gear icon > Feedback. In the meantime, feel free to ask other questions. 

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