Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
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?

 
1 Comment
Moderator

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!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us