Year-to-date transactions for the account. ListĬhart of Accounts (income/ expense accounts only) Here’s what you see when you use QuickReports in a list, like the Customer list. You can customize any QuickReport just like a report you view from the Reports menu. QuickReports show different data depending on where you’re using the QuickReport. You can create a QuickReport for a list, account register, or form (such as an invoice or a bill) that has a name field (such as customer name or vendor name). At key places throughout QuickBooks, you can quickly access report data without having to go to the Reports menu. Throughout QuickBooks, you’ll find little gems that can make your life easier. You can access QuickReport in many of the lists in QuickBooks to get to report data without having to go to the Reports menu. The QuickBooks for Mac team shows you a feature you may not know about: QuickReport.