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Frequent Explorer **

Management reports/reconciliation reports

I am the treasure for our condo Association. Each month I send out the reconciliation reports to our members. Is there a way to include reconciliation reports to management reports. I like the way they look and would like to get them to our members.

 

Thanks so much for your help,

 

Mark Hanstad

Treasurer

 

Solved
Best answer 01-24-2018

Accepted Solutions
ProAdvisor

Re: Management reports/reconciliation reports

Unfortunately, there is no way to add Reconciliation Report to the template. You can add* many of the standard reports but for some reason, reconciliation report is not even on the list. I think they just missed it.

 

*to add additional reports, click EDIT under Action column > go down to REPORTS section and then click "Add new report" > select a report from the list and save.

View solution in original post

6 Comments
ProAdvisor

Re: Management reports/reconciliation reports

Unfortunately, there is no way to add Reconciliation Report to the template. You can add* many of the standard reports but for some reason, reconciliation report is not even on the list. I think they just missed it.

 

*to add additional reports, click EDIT under Action column > go down to REPORTS section and then click "Add new report" > select a report from the list and save.

View solution in original post

Frequent Explorer **

Re: Management reports/reconciliation reports

Thanks. I have sent a feed back message for it to be added to the drop down list of reports.

Anonymous
Not applicable

Re: Management reports/reconciliation reports

@JenHgts, thank you for the feedback, we really appreciate it.

 

I will try to push this up the chain to our devs. I'm curious, what specifically do you like about the report format?

Frequent Explorer **

Re: Management reports/reconciliation reports

I liked the professional look of the management reports

Not applicable

Re: Management reports/reconciliation reports

I can access the trial balance for my company - how do I access it for a credit card or some report similar.

QuickBooks Team

Re: Management reports/reconciliation reports

Hello there, High Cotton.

 

You've reached the right support. I can help you access your Trial Balance report for credit card in QuickBooks.

 

Are you using QuickBooks Desktop? If so, you'll just need to customize the filters to show transactions specific for credit cards.

 

Here's how to do it:

  1. Go to Reports.
  2. Click Accountants & Taxes.
  3. Select Trial Balance.
  4. Click Customize Report button.
  5. Click the Filters tab.
  6. Under Filter, click Account.
  7. Choose Credit Card as your Account.
  8. Click Ok.

 

I've got you an article to learn more about customizing reports in QuickBooks: Customize reports in QuickBooks Desktop.

 

There you go. If you require more help about managing reports in QuickBooks, just let me know and I'm always here to help.

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