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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Anonymous
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Hey Dale,

 

Welcome to the community and QuickBooks Online. Are you interested in running targeted reports for particular accounts or creating reports for only (and all) of your sub-accounts?

 

For the prior, go into the Accounting Tab and go to your Chart of Accounts. Find the specific sub-account you want to run a report for, click the (Arrow Icon.jpg) and then "Run Report." This limits the report (which is customizable) to just the one account. 

 

For the latter, go back into your Chart of Accounts and click the "Run Report" button on the top right. This brings up an account list and summary of everything in your CoA. To filter for specific sub-accounts, click the "Customize" button at the top, expand the "Filter" section, check the Account box and then scroll through the drop-down menu to toggle the specific accounts you want to include in your report.

 

QuickBooks Desktop and Online have different workflows, each has its own character, but once you learn them both they're equally easy to navigate. I was the opposite, I started with QuickBooks Online and am now exploring the features of QuickBooks Desktop.

 

I hope this helps! 

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