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Account

Account refers to the account associated with a transaction. You can use this filter to include the balance sheet accounts where transactions originate (for example, your checking account), detail accounts (for example, the expense accounts assigned to detail lines on a check), or both. Including detail accounts shows you where your income came from and where your expenses went.

To include

Do this

Two or more accounts

Click the Account drop-down list and choose Multiple accounts. Choose each account you want to include.

A category of accounts

Click the Account drop-down list and choose a category from the middle of the list.

One account

Click the Account drop-down list and choose an account from the bottom of the list.

KB ID# H_RPT_FILTER_ACCOUNT
12/11/2016 1:55:14 AM
PPRDQSSWS406 9138 Pro 2017 b1fec5