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belowradar
Level 1

quick report for specific type of income and specific bank account

For example, I have 5 different bank ledgers, 10 different income codings...what is the best way to search for transactions on only 1 (of the 5) bank ledgers and one (of the 10) income types?

 

Please advise.

4 Comments 4
DivinaMercy_N
Moderator

quick report for specific type of income and specific bank account

Hi there, @belowradar. I'm here to help you get the report you need. 

 

To help you search for a transaction under the specific bank ledgers and income types, you can run the Transaction Detail by Account report. Then, export the report to Excel to remove information you don't need. Here's how:

 

  1. Open your QuickBooks Desktop (QBDT) and go to the Reports.
  2. Scroll down to the Accountant & Taxes section and choose Transaction Detail by Account.
  3. Once done, click the Excel dropdown and select Create New Worksheet. 
  4. Then, click Export.
  5. From the Excel worksheet, remove data you don't need. 

 

For more details about managing reports in QBDT, feel free to visit this article: Customize reports in QuickBooks Desktop. 

 

Also, in QBDT setting up preferences for your reports to customize it depending on your business needs is easy. For the detailed instructions, check out this link: Set report preferences.

 

Keep me posted if you need additional assistance in getting a report for a transaction under the specific bank ledgers and income types. I'll be always around to help. Have a good one. 

belowradar
Level 1

quick report for specific type of income and specific bank account

I dont want to have to use excel...is there no way to have quickbooks generate?  This seems unlikely.

belowradar
Level 1

quick report for specific type of income and specific bank account

so, quickbooks is unable to generate this report? This seems unlikely. How can I avoid using excel to generate "specific bank account" with "specific income amount"

LollyNino_C
QuickBooks Team

quick report for specific type of income and specific bank account

Thanks for getting back to us, @belowradar

 

I'm here to help share additional information about the report you need in QuickBooks Desktop (QBDT).

 

In making a report there's no other option, you can filter the bank account transactions but you can't filter what income account you see.

 

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.

 

Please know that I'll be right here to help you if you have any other questions about running reports in QBDT. I'll be always happy to help you!

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