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May 8, 2024
Question

Modern view report can't add more than one group for example group by Account and group by month. Thanks

  • May 8, 2024
  • 1 reply
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1 reply

May 8, 2024

Let's sort things out to run the report by group, Felipe. 

 

The option to add both groups by account and month isn't available in QuickBooks Online (QBO). However, we can export them separately. 

 

Here's how: 

 

  1. Go to Reports.
  2. Choose the report you want to run. 
  3. On the page of the specific report, click  Group and select Date by month.
  4. Once done, select Export/Print
  5. Repeat the same process for the other reports. 

 

In addition, you may want to visit this article and learn everything you need to know to get started with Memorized Reports in QuickBooks Online: Memorize Reports in QuickBooks Online

 

Let me know if you need anything else with managing your reports in QuickBooks Online. I'll keep an eye out for it. Stay safe.