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JanicePickwell
Mar 28, 2024 11:49 PM UTC
Question

How to access the Account QuickReport in QBO?

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.

2 replies

JanicePickwellAuthor
Mar 28, 2024 11:57 PM UTC

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
Mar 29, 2024 12:05 AM UTC

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. 

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