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ashtin49
Level 1

Report sorted by account such as cost of goods, uniforms, insurance, bank fees etc.

Hi

 

How do I generate a report sorted by cost of goods, insurance, etc. can that be done so my accountant know what each vendor I paid for is for

3 Comments 3
MadelynC
Moderator

Report sorted by account such as cost of goods, uniforms, insurance, bank fees etc.

Good day ashtin49,

 

To sort a report in QuickBooks Desktop, you’ll want to modify the transaction detail. Let me show you how:

 

  1. Select Reports at the top.
  2. Click Custom Reports then choose Transaction detail.
  3. Select the dropped-down button under Sort by section.
  4. Choose Account then hit OK.

 

You can check this article to learn more about customizing reports to look at them more personalized: Customize reports in QuickBooks Desktop.

 

I’m also adding a link that lists all our self-help articles. This page contains other resources that can help manage your business.

 

You’ve got me here if you need additional help.

ashtin49
Level 1

Report sorted by account such as cost of goods, uniforms, insurance, bank fees etc.

forgive me I know I'm not explaining it correctly.. I want the report sorted so all cost of goods together, all utilities together, all rent together, etc.

Emily M
QuickBooks Team

Report sorted by account such as cost of goods, uniforms, insurance, bank fees etc.

Thanks for the clarification, @ashtin49.

 

As my colleague, @MadelynC mentions the Transaction Detail report is the best report in QuickBooks to suit your business needs. You can run a Balance Sheet for each individually. The Balance sheet shows the dollar amounts of the company’s assets, liabilities, and owner’s equity.

 

Here’s how to run a Balance Sheet report:

 

  1. Click on Reports.
  2. Choose a Balance Sheet.

 

Some customers have found this article helpful.

What is a Balance Sheet report

 

Let me know if you have other questions. I’ll be happy to help. Take care.

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