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

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

Solved
Best answer 10-15-2018

Best Answers
QuickBooks Team

Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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

8 Comments
QuickBooks Team

Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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

Level 1

What version of QB are you using? I have QBPro 2015 and d...

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

Hello @amazingfinishesl , Thank you for commenting. The...

Hello @amazingfinishesl ,

Thank you for commenting.

The steps above is for QuickBooks Online. For QuickBooks Desktop, here's the article to guide you through creating Memorized Reports: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1501487">https://community.intuit.com/articles/1501487</a>.

Have a great day!
Level 1

Re: Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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

Level 1

Re: Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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?

QuickBooks Team

Re: Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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.

Level 1

Re: Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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.

QuickBooks Team

Re: Hi Lauri, You'll want to go to the Chart Of Accounts. The...

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.

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