I have multiple companies on a chart of accounts. For example my Accounts Receivable has account G11000 for one company, A11000 for another, W11000 for the last. I want to be able to do reports and lists for all accounts that start with G or A or W individually. Is there any way to filter and look at every account that begins with a certain letter for all the groups (bank, accounts receivable, fixed asset, etc.)?
Yes, there is, @apex11.
You can run a Quickreport of your A1 1000 account and customize it to show all accounts that start with G, A, or W. I'll show you how.
You can also see this link for more details about the process: Customize reports in QuickBooks Desktop.
It's also a great practice to save the current settings of your report. This way, you won't have to go through the customization process again.
If there's anything else you need assistance with managing your reports and chart of accounts, you can always add them in your reply. I'll be more than happy to help you in every way. Keep safe and have a great week ahead!
Thanks for getting back to us in the Community, @apex11. Allow me to chime in and help you with customizing the charts of account in QuickBooks Desktop.
You can follow the steps provided by my colleague above and put a check mark on the account that you’ll want to show.
Please see this sample screenshot for reference:
Additionally, here’s an article you can refer to for more details about chart of accounts in QBDT. This includes steps in case you’ll want to add, hide or delete an account in the future.
You can always reply or reach out to us again if you need anything else with managing your transactions. We're always here to guide and assist whenever you need help. Have a good one!