How to access the Account QuickReport in QBO?

Forum|Forum|2 years ago
March 28, 2024
1 reply
5 views

I am not able to reliably find the Account QuickReport. I seem to stumble across it sometimes but usually when I am in the throes of digging through data and don't take note that I have found the report that I need.

QuickBooks Online

JanicePickwellAuthor

Sorry, I found it again.

I think what has/had me confounded is you can't access it from a Balance Sheet Account?, Bank account for sure.

But I can add Asset and Liability accounts to a QuickReport once I have opened one from an Expense account I can customize it.... sorta like a back door.

Is there a more staight forward way to get to it?

thanks for you insights,

(qbo wrestling)

JamesM4

Level 6

Hello JanicePickwell. Thanks for connecting with us here. The method you've described is the one currently available in the program. I can see the benefit of being able to use a different method and I encourage you to send feedback about this to our engineers. You can do this by clicking on the Gear icon > Feedback. In the meantime, feel free to ask other questions.

Sign up

Login with SSO

Let's get you signed in

Login with SSO