It can be helpful when researching differences between Dx1 reports and their QuickBooks (QB) file to get the dealers' QB account activity. The following is how to run a Quick Report.



 Navigate to QuickBooks.


On the top menu select Lists.


Choose Chart of Accounts.


Scroll and find the applicable account.


 Right-Click on that account.


 Choose the QuickReport: Taxes - Payable - Sales Option.




Set the From and To Dates. Click the drop down arrow next to Excel then Create New Worksheet




Click Export.




Save the Excel spreadsheet to the desktop and have them email it to you. If you are on Go to Assist then go to the top of your screen and click on File Transfer.





Then choose Get files from [user name] and follow the prompts.




Attach that file to the case and add notes.