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I have multiple CoGs accounts in my CoA's separated out by various categories relative to my business. I want to create a weekly report that only includes the accounts (from the chart of accounts) that I select and run it over a 7 day window that starts on Wednesday and ends on Tuesday. How do I do that?
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Thanks for dropping by the Community today, Akervin.
Let's open the Transaction Detail by Account and customize it to show the accounts you wish to show on the report. I'm here to help and guide you through the steps.
Here's how:
You can also utilize the Save customization function to keep the current setup of the report. Additionally, these resources outline the complete steps on how to sort or filter the data on statements:
Feel free to visit the Community again if you have further questions about building reports and other QuickBooks-related tasks. I'll get back to make sure you're taken care of.
Thanks for dropping by the Community today, Akervin.
Let's open the Transaction Detail by Account and customize it to show the accounts you wish to show on the report. I'm here to help and guide you through the steps.
Here's how:
You can also utilize the Save customization function to keep the current setup of the report. Additionally, these resources outline the complete steps on how to sort or filter the data on statements:
Feel free to visit the Community again if you have further questions about building reports and other QuickBooks-related tasks. I'll get back to make sure you're taken care of.
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