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stsag_sundfarms-
Level 1

Transaction Detail by Account

Is there anyway to remove the ledger from the beginning of the transaction detail by account report?   When I'm running this report I really don't need to see the ledger and it's a lot of wasted pages at the end of the year.  

3 Comments 3
Adrian_A
Moderator

Transaction Detail by Account

Hi there, stsag_sundfarms-.

 

Can you tell me more about your concerns? What columns you want to remove on the report?

 

I'll be keeping an eye on your response. Keep safe!

 

stsag_sundfarms-
Level 1

Transaction Detail by Account

Hello,

 

At the start of the report is the entire ledger for all entries.  I would like to remove that from the report completely.   

Carneil_C
QuickBooks Team

Transaction Detail by Account

Thanks for getting back to us, @stsag_sundfarms-. I’ll be glad to assist you in sorting this issue about your reports in QuickBooks Online.

 

To remove the ledger entries from your Transaction Detail by Account report, you’ll have to customize the report and save its customization.

 

Here’s how:

  1. Go to Reports at the left pane.
  2. Select Transaction Detail by Account report.
  3. Click Customize at the upper right corner.
  4. From the Filter Dropdown, modify the Distribution Account and Account.
  5. Click Run Report.

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From there, you can now memorize your reports to save its customization.

 

Furthermore, you can read this article for more information about how customizing reports work on QuickBooks Online: Customize your reports in QuickBooks Online.

 

Also, I’m adding this article with a video tutorial to learn more about saving a customized reports in QuickBooks Online.

 

Please let me know if you have any questions about running reports in QuickBooks Online. I'll be right here to help. Wishing you the best.

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