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JFM0803
May 12, 2024
Solved

Transactions Lists

  • May 12, 2024
  • 1 reply
  • 0 views

Is there any way to sort any of the reports in the 'Accountant & Taxes' section of the Report Centre by user?  It would be incredibly useful now that I have a second user adding data to my file.

Thanks.

Best answer by JFM0803

Hi JFM0803,

 

Having the option to customize your reports by user, in QuickBooks Desktop is currently not available.  Please feel free to submit a suggestion, if you would like to see additional options come available in future updates.  Customer recommendations are greatly appreciated in assisting us with improving your overall customer experience in QuickBooks.

 

Don't hesitate to reach out if you need assistance with anything else.  We would be glad to assist!


Sorry to hear that but thanks for your help.

1 reply

T
Trish_T
May 13, 2024

Hello JFM0803,

 

Welcome to Community!  QuickBooks Desktop is a dynamic program that offers the features you need, to accomplish your goals with confidence.  I can understand the time saving benefit of being able to save customized reports to specific users.  I would be glad to assist!

 

When you memorize a report, the settings are saved and available for future use.  This eliminates the need to navigate through the customization process again.  After you've chosen your customization options, follow these steps to memorize the report;

 

1. From the reports window, select Memorize

2. On the Memorize Report window, type in the name you want to assign the report to

3. Select the Save in Memorized Report Group checkbox, if you want to save the report on a specific report group (Accountant, Banking, etc...)

Note; If you select Share this report template with others, your report template will be accessible to other QuickBooks users when they go to the Contributed tab in the Report Centre.

4. Select OK. 

 

Please feel free to reach out again, with any other questions.  We would be happy to help!

J
JFM0803Author
May 13, 2024

Hi Trish_T,

Thanks for your prompt response but I think you misunderstood my question.  I know how to run, customize and memorize reports.  My question is how run a transaction report, e.g. Transaction List By Date, that I can customize and sort by User.  In the Customize Report menu I cannot find an option to sort or include the User who entered the transaction.

Thx.

T
Trish_T
May 13, 2024

Hi JFM0803

 

Being able to keep track of what was entered and by who is a great way to make sure everything has been entered accurately.  The best way to accomplish this in QuickBooks Desktop, would be to use the Audit Trail report. This report shows you all the entries and edits that were made within the timeframe that you select.  To pull up the Audit Trail you'll need to go to: Reports>Accountant & Taxes>Audit Trail.

 

Touch base with us again, if you have additional questions.  We're here to help!

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