Generate a Quick Report in QuickBooks

How to Generate a Quick Report in QuickBooks 2017?

How many transactions have been done with a particular company or firm in the last two months? Well, finding the transactions individually amidst a jumble of transactions is really difficult and time-consuming. However, as a QuickBooks user, you needn’t undergo that hardship. You can easily generate Quick Report in QuickBooks and get the details of any transactions. Be it the selected list entry item, account, vendor, customer, or anything else in QuickBooks; you can generate the QuickReport and get to know its status in just a few seconds. However, you cannot do this unless you know how to generate a QuickReport in QuickBooks 2017. But the great news is that it would not take much time in learning this as it is quite an easy and handy process.

How to Generate a Quick Report in QuickBooks

Steps to generate Quick Report in QuickBooks 2017

If you are using QuickBooks 2017 and know not how to generate QuickReport, you can learn it by going through the step by step instructions below. In fact, there are various ways to generate QuickReport and you can use the ones that you find most appropriate and convenient.

  • QuickReport in WindowsIf you are using QuickBooks in Windows, you can use the following methods to generate QuickReport:

    1. By Using Report Button: For this, you need to select ‘Lists’ in the menu bar and choose the list for which you desire to generate QuickReport. The list could be Item list, Charts of Accounts, and Price List, etc. You can then right-click on the entry and then click ‘QuickReport’ on the menu.
    2. By Using Report Menu: For this, you are required to choose ‘Lists’ from the menu and select the list as per your requirement. Again, you need to choose the entry and then select ‘Reports’ and then click ‘QuickReport’ from the menu at the bottom.
    3. By Using Hot Key – Ctrl+Q: Here, select ‘Lists’ in the menu bar and then choose the desired list and then select the entry. Once having done this, press the Hot Key – Ctrl+Q.
    4. Using Right Click: After selecting ‘Lists’ and desired list, you need to Right Click on the entry and then click ‘QuickReport’.
  • QuickReport in MacIf you are using QuickBooks on Mac, you can generate QuickReport in the following ways:

    1. Using the Report Menu: Select ‘Lists’ in the menu bar and then select the list you desire to see the report for. Select the entry, click Reports and then choose and click QuickReport from the menu at the bottom.
    2. Using the Gear Icon: For this, you are required to select ‘Lists’ in the menu bar and then choose the desire list. Having done so, select the entry for which you require the reports and click the Gear icon at the bottom of the list. You can now simply click ‘QuickReport’ from the menu at the bottom and the report would be just before your eyes.

Though there are various ways to generate QuickReport in QuickBooks 2017, all the ways are pretty simple, quick, and easy. Moreover, it wouldn’t consume much time in learning these methods. 

Summary:

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