QB 2019

Thanks, Michelle. This was helpful. So...I'll ask a follow up!!! Can I set up a report that only shows a single account-"Laundry Room Sales," for example, or "Commissions," and save them as Memorized Reports?

We're glad to have you back, @garyeskow.

Yes, you can set up a report that will only generate a single account. Then, save it as one of your memorized reports.

You can use filters, date ranges, and other features to customize the data on the report so you see what most important to you. I'd be glad to walk you through completing this task. Here's how:

1. Open the report you want.
2. In the Report window, click Filters at the top of the report.
3. On the filters window, select the check box next to the filter you want to use. In the Account section, limit the report to certain a account.
4. Set the options for the filter, if needed. Then, make sure to set the correct dates. 
5. Click Apply to reflect the changes.
6. Once ready, click Memorize.

For more details and tips, I'd still recommend checking the article shared by my colleague. You can go to page  208 - 216 to get more ideas.

Also, If you want to print some of your reports, click Print at the bottom of the Report Center or press Command-P to fit the entire report on one page. Lastly, you can visit here for additional information: Customize reports in QuickBooks Desktop for Mac.

If you have more concerns, just let us know by commenting below. We're all right here to give you further assistance. Take care and stay safe, garyeskow.

Thanks very much for this...will study!

This works...except I can't see where I can save the changes...Apply, yes, Save, no!

Disregard last post...I figured it out!!!

Doggone it, Michelle. I think I've done everything right! I want to check deposits by Account/Date Range/Memo. The report-an edit of the P+L template, doesn't show any entries within my date range. Why? Should I be starting with a different Template?

Thank you!

GE

I may be crazy, but I think I've discovered a glitch in the software---I can't search by the Memo field, when modifying a P+L Detail Report...the Search function won't accept this criteria.

I appreciate you for getting back to this thread, @garyeskow. Allow me to chime in and clarify things for you. 

It's possible that the template you run will not show the entries you want. If you wish to check deposits by Account/Date Range/Memo, I suggest using a different template. 

You can generate Deposit Detail Reports to see the paid amount on your statement.

Here's how:

1. Open your QuickBooks file.
2. Go to the Reports menu.
3. Choose Report Center.
4. Double-click the type of report you want to create.

For more insight, you may also consider checking out this article: Create reports in QuickBooks Desktop for Mac. It also includes some ideas on how to use report preferences. 

With regards to the Search function, it will help you look for all transactions, list items, or activities that match your search. If the feature doesn't work on your end, we can use the verify and rebuild tool to fix possible data damage issues. For detailed info, please utilize this resource: Verify and rebuild data in QuickBooks Desktop for Mac.

Fill me in if you have additional questions about managing your financial reports in QuickBooks. I'll be happy to help you. Stay safe!

Amazing that you folks respond as you do...having a martini, listening to "La Boheme" on Spotify. Will check this out ASAP. Thanks so much!

Thanks for all your help, Michelle. I was able to order a copy of QB Pro 2019 from F. Lux after making sure that the trial versions worked on both of my computers. Gary E.