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DavePO
Level 1

QUICK BOOKS DESKTOP FOR MAC

I am new to Mac, and QB desktop for Mac.  I am having difficulty with creating reports, particularly  a list of cleared checks.  Anyone in the San Jose area who can help?

1 Comment 1
Ryan_M
QuickBooks Team

QUICK BOOKS DESKTOP FOR MAC

Hi @DavePO,

 

I can walk you through on how you can create a custom report that shows a list of cleared checks. 

 

Here's how:

 

  1. Go to the Reports menu.
  2. Highlight Banking.
  3. Choose Check Detail.
  4. Click the Filters button.
  5. Tick the TransactionType filter.
  6. Set it to Check only.
  7. On the same window, tick the Cleared filter.
  8. Set it to Yes.
  9. When done, hit Apply.

This report will show all cleared checks, depending on the date range you selected. If needed, you can edit the From and To boxes.

 

Need further details on how you can customize reports in QuickBooks Desktop for Mac? See this article: Customize reports in QuickBooks Desktop for Mac. This provides a detailed guide on how you can add a report filter, format a report, as well as customize the report sidebar. 

 

Have other questions in mind? Let me know by leaving a comment below, and I'll get back to you as soon as I can. 

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