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Swordbooks
Level 3

QBO Accountant - how to create a customized client list?

We do the books for about forty businesses managed through our QBO Accountant account. Our CPA is requesting a client list that shows what version of QBO is being used by each. For example, QBO Plus vs. Essentials and who has a Payroll module.

I tried creating a custom report, but the clients' QBO versions isn't an option. Am I missing something? Has anyone created this kind of client list? I can manually spreadsheet a list, but I shouldn't have to since the info is all there in QBO.

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