Financial Reports cannot be filtered using Account Numbers in the QBO platform.
planned
D
Dawn Schilling
For our clients, we need to ability to create Balance Sheets and Profit and Loss reports and filter by Account Number. We have numerous reporting entities within each of our clients, and we denote those reporting entities by using a specific account number structure. All account numbers that start with 1-XXX are one reporting entity and 2-XXX is another reporting entity, etc. When we generate a Balance Sheet in QB Desktop, we can run the B/S to include only 1-XXX accounts, or 2-XXXX accounts. This is the only reason we are able to use QB Desktop. Since QB Online no longer has this feature, we will have to find different software for our purposes.
The status was updated to
planned
Subhanan Sahoo
updated the status to
not planned
Just wanted to clarify the nature of this gap.
This functionality does exist in QuickBooks Desktop (QBDT) but is currently not available in QBO at all. This is not a parity issue between Modern and Classic views within QBO — both views are equally missing this functionality. It is a foundational capability that needs to be built from scratch for QBO.
I am adding this to the backlog and it will be considered for prioritization and implementation in the coming quarters.
Will keep the team updated on the timeline as planning progresses.
Subhanan Sahoo
updated the status to
planned
The status was updated to
under review