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ganjomani
October 21, 2024
Question

I am trying to use the modern reports to create a report showing many expense accounts. The filter option is very unfortunate and does not show account numbers. How to?

  • October 21, 2024
  • 1 reply
  • 0 views
I want to get used to the modern reporting, even though it has been absolutely terrible (and yes, I've left feedback already) - but it's hard to create the quick person reports I was doing with classic reporting. Currently, I am trying to build a report showing almost all the expense accounts of my choosing. It will not show me account numbers in the filter option - so it becomes too complicated to choose. 

The filter option, in general for modern reporting has been very unhelpful and all my colleagues and I switch back to classic reporting any chance we can get.

What is the best way to build a report of all activity in expense accounts of my choosing for a date parameter using modern reporting?

1 reply

M
MJ_R
October 21, 2024

Hi @ganjomani,

 

Welcome back and thanks for reaching out here! QuickBooks Online gives you the flexibility to generate reports to get insights about your business. And you can export them to Excel if you want to use your reports outside of QuickBooks. I'll be happy to help you build your report.

 

Here's a workaround to create a report showing activity in multiple expense accounts using modern reporting in QuickBooks Online:

 

1. Go to the Reports menu and select "All Reports."

2. Choose a report that you can customize, such as the "Expense by Vendor Summary" report.

3. Click on the "Customize" button to open the customization options.

4. In the customization options, look for the "Filter" section. You should be able to filter by "Account" or "Account Number." If you don't see "Account Number," try filtering by "Account" and manually select the accounts you want to include.

5. Use the date range filter to specify the period for which you want to generate the report.

6. Once you've set your filters and date range, run the report to see the activity in your chosen expense accounts.

 

If you still can't find the account numbers in the filter options, it might be a limitation of the modern reporting view. In that case, you might need to use a combination of filters and manual selection to achieve your desired report.

 

I also welcome you to submit more feedback about this by following the steps in this article: How do I submit feedback? With feedback from users like you, we can continue to enhance QuickBooks Online and what it can do for you.

 

Take care!

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