Report for all checks written sorted by GL code

MarshallPB · ‎October 01, 2019

I'm trying to create a report similar to the Check Detail report, such that it has all checks written during that time period, mixed with the General Ledger, such that is broken down and sorted by the gl code (Type). Any assistance in with this would be greatly appreciated!

ShallyMarR · ‎October 01, 2019

Hello there, @MarshallPB.

Thanks for posting here in the Community.

Right now, there isn't an option to create a report to sort GL codes in QuickBooks Desktop. As a workaround, you can export the report to Excel and sort it from there by clicking the Export icon. Let me guide you on how.

From the General Ledger report, click the Excel icon.
From the Excel icon, scroll down and choose to Create New Worksheet.

I appreciate you for raising this. Your preference of having an option to sort General Ledger accounts is being noted so our product developers may consider this for future product enhancements.

You can check out this article for future reference in case you want to learn more about the custom summary and custom transaction detail reports in QuickBooks Desktop: How to Customize Reports in QuickBooks Desktop.

Reach out to me if you need further assistance, I’m always here to help. Take care and have a great day!

View solution in original post

ShallyMarR · ‎October 01, 2019

Hello there, @MarshallPB.

Thanks for posting here in the Community.

Right now, there isn't an option to create a report to sort GL codes in QuickBooks Desktop. As a workaround, you can export the report to Excel and sort it from there by clicking the Export icon. Let me guide you on how.

From the General Ledger report, click the Excel icon.
From the Excel icon, scroll down and choose to Create New Worksheet.

I appreciate you for raising this. Your preference of having an option to sort General Ledger accounts is being noted so our product developers may consider this for future product enhancements.

You can check out this article for future reference in case you want to learn more about the custom summary and custom transaction detail reports in QuickBooks Desktop: How to Customize Reports in QuickBooks Desktop.

Reach out to me if you need further assistance, I’m always here to help. Take care and have a great day!

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Report for all checks written sorted by GL code

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