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rkummer
Level 1

How do I print a Balance Sheet, P&L and Transaction Detail using only one of our bank accounts.

 
1 Comment 1
JonpriL
Moderator

How do I print a Balance Sheet, P&L and Transaction Detail using only one of our bank accounts.

Hi there @rkummer,

 

You can customize your reports to show only one bank account and then print it. Let me show you how:

  1. Go to the Reports page.
  2. Find and pull up your reports one at a time.
  3. Click the Customize button.
  4. Click Filter.
  5. Select Distribution Account or Account whichever is available in your report.
  6. Choose your bank account form the drop-down menu.

From there, you can print your reports. Just click the Print button. Please see screenshot below for your reference.

 

 

You can also save your customized reports by clicking the Save customization button. Then, find them on the Custom reports tab when needed.

 

I've also attached an article you can read to learn more about customizing reports: How to Customize Reports?

 

Let me know if you have any other concerns. I'll be your hand to help.

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