How to view Transaction Details by using Transaction Drill Down feature
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How to generate report with deep links
How to view Transaction Details by using Transaction Drill down feature
Watch a video on how to view Transaction Details by using Transaction Drill down feature
#How to generate report with deep links
To efficiently generate, for instance, a Profit and Loss (P&L) report in G-Accon with the deep link consider these streamlined steps:
- Access G-Accon in Google Sheets: In Google Sheets, navigate to Extensions -> G-Accon for QuickBooks.
- Select Profit And Loss Report: Choose “Get Accounting Data/Reports”, “Custom Accounting Reports” or “Formatted Reports” and then “Profit And Loss.”
- Configure Report Parameters: Tailor the P&L report by setting parameters, which include specifying the report’s time period, selecting relevant accounts (e.g., revenue and expenses), and applying filters or criteria as needed. Select the “Create Deep Links to QuickBooks” in the “Change Pull Settings” option.
- Optional Customization: Customize the report layout and formatting to match your preferences. This can involve adjusting columns, applying formatting styles, or modifying calculations.
- Generate the Report: Once the report’s parameters and report layout are set, initiate the report generation. G-Accon will retrieve the necessary financial data from the connected source and populate it into the google sheets.
- Generate a Transaction drill-down report: Click the deep link in your report to automatically generate a Transaction drill-down report in QuickBooks.
#How to view Transaction Details by using Transaction Drill Down report from google sheets
Once a report with a deep link is generated, you can simply click on the link, and it will automatically generate a Transaction drill-down report in QuickBooks.
