We have a qucikbook loan where can I see our balance?

Hi there, @ptbagcompany.

You can run the Transaction Detail by Account report to see the detailed list of transactions for each account. You can filter the accounts you want to show in the report. Let me show you how.

1. Go to Reports.
2. In the Find report by name field, enter 'Transaction Detail by Account.'
3. Click the Customize button.
4. Select a report period.
5. In the Rows/Columns section, click Change column and select Open Balance by placing a checkmark.
6. In the Filter section, click the Account drop-down arrow and select the liability account you used for your loan.
7. Click Run report.

The screenshots below show you the last four steps.


 

It's also a great idea to memorize reports to speed up your work in the future. 

Do let us know if you have any further questions.