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Level 1

How do I create a custom report for a specific account?

How do I create a custom report for just one of my accounts?

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Best answer October 15, 2018

Best Answers
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QuickBooks Team

How do I create a custom report for a specific account?

Hi Lauri,

You'll want to go to the Chart Of Accounts. Then, run and customize the report of a specific account.

  1. Click on the Gear icon.
  2. Under Your Company.
  3. Choose Chart of Accounts.
  4. Find the account and click the drop down arrow beside View Register.
  5. Choose Run Report.
  6. Customize the report.
  7. Click Save customization.
  8. Enter the details of the customized report.
  9. Click Save.

To find your customized reports:

  1. Go to Reports.
  2. Click the My Custom Reports tab.
  3. Click the name of the report to open it.

Let me know if you need more help.

View solution in original post

10 Comments
Highlighted
QuickBooks Team

How do I create a custom report for a specific account?

Hi Lauri,

You'll want to go to the Chart Of Accounts. Then, run and customize the report of a specific account.

  1. Click on the Gear icon.
  2. Under Your Company.
  3. Choose Chart of Accounts.
  4. Find the account and click the drop down arrow beside View Register.
  5. Choose Run Report.
  6. Customize the report.
  7. Click Save customization.
  8. Enter the details of the customized report.
  9. Click Save.

To find your customized reports:

  1. Go to Reports.
  2. Click the My Custom Reports tab.
  3. Click the name of the report to open it.

Let me know if you need more help.

View solution in original post

Highlighted
Level 1

How do I create a custom report for a specific account?

What version of QB are you using? I have QBPro 2015 and do not see a gear icon under My Company.
Highlighted
QuickBooks Team

How do I create a custom report for a specific account?

Thank you for commenting,  @amazingfinishesl!

The steps above were for QuickBooks Online. There's a different set of steps for QuickBooks Desktop. Please check this out: Create, access and modify memorized reports

 

Let me know when you need help. Have a good one!

Highlighted
Level 1

How do I create a custom report for a specific account?

Hello,

 

We are using Quick Books online.  We are a few very basic custom reports.  Most used is a Budget Vs, Actual Report for our fiscal year with under the heading "Total"  This time around when we set up the report we are picking up an extra set of columns under the heading "Operating", so now we have 2 sets, 1 listed under Total and the other under Operating.  The setting are as we have always used them but I cannot get rid of the extra set.  They are duplicates of each other

Highlighted
Level 1

How do I create a custom report for a specific account?

But can I create a P&L and Balance Sheet and GL for 2018 for only the transactions that came out of the 1 specific checking account?

Highlighted
QuickBooks Team

How do I create a custom report for a specific account?

Hello there, @mcgbookkeeping.

 

Yes, you can create a Profit and Loss Report report for a specific account only. Let me walk you through in doing so.

 

To generate a Profit and Loss report, here's how:

  1. Go to the Reports menu.
  2. Choose Profit and Loss report in the Business Overview section.
  3. Click the Customize button.
  4. Expand the Filter section.
  5. Select the Distribution Account drop-down arrow.  
  6. Put a check mark on the specific account that you want to be included on the report.
  7. Click Run Report.

On the other hand, a Balance Sheet report shows the overall financial snapshot of your company at a particular point in time. Thus, it will include all your company's assets, liabilities and shareholders' equity not just a specific account.

For additional insights, you may check these articles:

Keep me posted if you have other questions about creating account specific reports. I'm just a post away.

Highlighted
Level 1

How do I create a custom report for a specific account?

Under CHART OF ACCOUNTS, I found the account I want but there is no option to VIEW REGISTER so I can't go any further than that.

Highlighted
QuickBooks Team

How do I create a custom report for a specific account?

Hi WRI_2110,

 

Aside from the View Register option, you can also click on Run Report or double click the account itself. This will let you see the transactions under that account. 

 

 

Alternatively, you can run the Transaction Detail by Account report. Then, customize it to filter a specific account.

 

 

If you still need more help with your account, please let me know.

Highlighted
Level 1

How do I create a custom report for a specific account?

Hi Lauri,

 

How do I create a Detailed Client Balance report?

Highlighted
QuickBooks Team

How do I create a custom report for a specific account?

Good Afternoon, @DawnJ

 

Thanks for joining in on this thread. I've got you covered. I can walk you through the steps on how to run a detailed client balance report.

 

In QuickBooks Online (QBO), the report is called Customer Balance Detail. No worries. It's a simple process.

 

Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Choose the Reports section at the top of the screen. 
  3. Enter Customer Balance Detail in the search bar and then click on the option. 
  4. From here, you'll be able to see the information on the report. 

 

For a future reference, you can customize reports for an easier layout for your business. 

 

Let me know if you have any other questions or concerns. The Community is always here to help. Wishing you and your business continued success. 

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