How do I create a custom report for a specific account?

Hi Lauri,

You'll want to go to the Chart Of Accounts. Then, run and customize the report of a specific account.

1. Click on the Gear icon.
2. Under Your Company.
3. Choose Chart of Accounts.
4. Find the account and click the drop down arrow beside View Register.
5. Choose Run Report.
6. Customize the report.
7. Click Save customization.
8. Enter the details of the customized report.
9. Click Save.

To find your customized reports:

1. Go to Reports.
2. Click the My Custom Reports tab.
3. Click the name of the report to open it.

Let me know if you need more help.