JaeAnnC
QuickBooks Team

Banking

I hear your sentiments, @Nolabrewer

 

I understand how the ability to include the payee in the customization settings of any report is beneficial to you and your business. Unfortunately, this feature is currently unavailable in QuickBooks Desktop (QBDT) Enterprise. 

 

In the meantime, I recommend sharing this brilliant input with our software engineers. This way, they'll be able to consider your suggestion and include this in our future product updates. 

 

To do that:

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Click Product Suggestions.
  3. Choose a Type of Feedback and Product Area (optional).
  4. Enter your suggestion in the Here is my suggestion field, and select Send Feedback.

 

If you want the same customization settings to be available for future use, we can memorize reports in QBDT. This way, we don't have to go through the process of customizing the filters again. Moreover, we can also export reports out of QBDT and analyze them in Excel. 

 

Feel free to return to this thread if you need further assistance with positive pay reporting. We'll always be around to help you. Take care.