Trust Accounting Q&A: Reporting for Payee of FIRM

May 2020    Tags: , ,

I want to see a list of all payments to FIRM in the last 3 months. Which report should I run for this?

The Check Register by Payee can be used to print a list of checks written to any payee for any date range.

To print a Check Register by Payee

  1. From the Checks menu, point to Check Registers and select By Payee.
  2. On the Transactions tab, enter the desired date range.
  3. On the Options tab, select a Payee of FIRM.
  4. Select any additional criteria, and click OK.
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