Custom TB report

Hi @tracey29

I think something like the Custom Report feature may help, depending on what sort of data you’re looking to pull from QuickFile.

The other option would be to look at the Chart of Accounts report, and do an export. This would produce a .csv file based on your selected options. These files are compatible with software such as Excel or Google Sheets, which allow you do perform your own types of reports based on the figures.

I hope that helps.