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August 6, 2022
Question

I have 2 bank accounts set up. Can I run separate reports for my accountant?

  • August 6, 2022
  • 1 reply
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1 reply

August 6, 2022

Yes, you can run separate reports from two bank accounts, fuquafarmranchau.

 

Let me walk you through how: 

 

  1. Navigate the Accounting menu and select Chart of accounts.
  2. Select the bank account.
  3. Click on the dropdown arrow from the Action column.
  4. Select Run report.

 

From the Account QuickReport page, you can customize the report to the data you need. 

 

If you want to save the changes made to the report, here's what you need to know with Memorized reports in QuickBooks Online.

 

The Community is open to listening whenever you need help again in the future.