Is there any way to get a QuickReport of Furniture and Equipment acct?

DMD · ‎June 19, 2020

I'm not sure if "Furniture and Equipment" is a standard account or one I created. It is of Fixed Asset type. It appears as a journal when I double click on it in Chart of Accounts. I can highlight one record, and get a QuickReport of that record. Not much use. How can I get a QuickReport of the whole register?

I am using desktop Premier 2014.

JoesemM · ‎June 19, 2020

Hi there @DMD.

You can go to the Chart of accounts and run a QuickReport of your Furniture and Equipment account. I'll show you how:

Click Lists, and go to Chart of Accounts.
Right-click on the bank account.
Select QuickReport: [bank account].
Click the Customize Report button then filter the necessary information.
Click OK.

I've added a screenshot for visual reference.

To learn more about reports in QBDT and how to customize them, you can check out this article: Customize reports in QuickBooks Desktop.

You can also export your report to Excel. This way it'll be easy to convert the report to your specified file format. See this article for more details: Export reports as Excel workbooks in QuickBooks Desktop.

I'm just a reply away if you have any other questions. I'll make sure you're all set. Have a good one!

View solution in original post

JoesemM · ‎June 19, 2020

Hi there @DMD.

You can go to the Chart of accounts and run a QuickReport of your Furniture and Equipment account. I'll show you how:

Click Lists, and go to Chart of Accounts.
Right-click on the bank account.
Select QuickReport: [bank account].
Click the Customize Report button then filter the necessary information.
Click OK.

I've added a screenshot for visual reference.

To learn more about reports in QBDT and how to customize them, you can check out this article: Customize reports in QuickBooks Desktop.

You can also export your report to Excel. This way it'll be easy to convert the report to your specified file format. See this article for more details: Export reports as Excel workbooks in QuickBooks Desktop.

I'm just a reply away if you have any other questions. I'll make sure you're all set. Have a good one!

DMD · ‎June 20, 2020

Thanks Joesem,

I think I overlooked the QuickReport choice. But it is at the bottom of the list, See "QuickReport from Chart of Accounts.png".

Slight error in instructions: I did not see "Change the Date" choice. I think it should not be a step.

DMD · ‎June 20, 2020

Joesem, Your intuition was right about me needing to customize the report. I wish there were a way to, by default:

-list the account name as the title instead of "Account Quick Report"

-use cash basis instead of Accrual

My customizations are shown in "the F&E QR.png".

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Is there any way to get a QuickReport of Furniture and Equipment acct?