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Account management
Greetings and welcome to this discussion, @lchwfb. I want to make sure that all of your worries have been cleared up.
Please provide me with additional information if you have it. What steps have you taken thus far, and have you encountered any errors? Every bit of information you can provide will go a long way to help me to resolve your issues.
Furthermore, please know that some filters can only be used on specific types of reports. Read on for some tips on customizing reports so you can get the most out of them through this article: Common custom reports in QuickBooks Online.
I eagerly anticipate hearing from you so that we can address your concerns. Take care!