add transactions to partner draw reports

Hello there, Hawkeye. I can help you adjust memorized reports to reflect what is really on your individual draw accounts in QuickBooks Desktop (QBDT).

Reports provide a complete view of your financial situation, helping you make informed decisions based on all relevant data. By making sure all accounts are included, you reduce the chance of missing important financial information, which helps make reports more accurate. I've also added, a screenshot below for your visual reference.

Here's how to tailor your report:

1. Open your Memorized Reports.
2. Click the Customize Report button.
3. Navigate to the Filters option.
4. Choose Multiple accounts under the Account dropdown arrow.
5. Under the Select Account tab, click on the account you want to add (#2. Personal auto repairs and #3. occasional company credit card purchases).
6. Hit OK when done.

For more details on how to run reports in QBDT and how to customize them, you can scan these articles:

• Understand reports in QBDT
• Customize reports in QBDT

I'm also adding these helpful article to help you review the complete list of workflows and other vendor-related transactions: Accounts Payable workflows in QuickBooks Desktop. 

The Community is always available 24/7. Fill me in if you need extra help with pay bills or QuickBooks in general. Your efforts are much appreciated, stay safe!

Thank you for your reply, Adon L.  I've tried this, and I found two things happening.

1. Selecting an account to add to the filter resulted in replacing an account, rather than adding it to the list of accounts already being drawn from.  For example, that page for this memorized report pulls transactions from my partner account and the other partner account, but the filter function doesn't display them as being selected.  In the Filter Choices box, it simply has "Multiple Accounts" and "This Fiscal Year" and "Multiple Names" and if I attempt to change it to add "Partner 1 Draws," for example, it replaces "Multiple Accounts" with "Partner 1 Draws."

2. Even if I change "Multiple Accounts" to "Partner 1 Draws" it will still not list the repair or credit card draws, only check and cash draws.

So, that doesn't get me anywhere closer, unfortunately.

Thanks for getting back to us, Hawkeye14.

Since the steps mentioned above didn't do the trick, I recommend reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools, like the ability to share your screen, to take a closer look and work alongside you toward a solution. Here's how to get in touch with the team:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Select to chat with us or have us call you.
 

The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop Support

Please feel free to reach back out in the comments below if you have any other questions. I'll be here to help in any way that I can.