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Level 1

I am not an accountant. i need to make a report, from my accounts, using only some of the categories, not all. How do I do that?

 
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I am not an accountant. i need to make a report, from my accounts, using only some of the categories, not all. How do I do that?

We can customize the report, lwirkkala.

 

This way, we'll have the option to show only some categories. I'll be using the Transaction Detail by Account report as an example.

 

Let me guide you with these steps:

 

  1. From the Reports tab, I select Transaction Detail by Account.
  2. Click the Customize button.
  3. I select accounts on the Transaction Type field.
  4. Select some details on the Filters drop-down.
  5. Click Run report.

 

I've also added a reference for more information on customizing reports: Customize Reports in QBO.

 

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

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