Run a report that shows debits and credits for each transaction

Learn how to run a report that shows debits and credits for each transaction in QuickBooks Online.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

A customised general ledger report can help you reconcile your monthly statements faster. It can display both debits and credits for each transaction.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Run a general ledger report

Follow this link to complete the steps in product

1. In the Find report by name dropdown, search for and select General Ledger.
2. Select Columns, then tick the Credit and Debit boxes to add these columns.
3. To show the current reconciliation status for each transaction, tick the Cleared box.
4. To select an account that you want to have in your report, select Filter.
   1. Select Distribution account from the first dropdown.
      Note: The second dropdown automatically selects equals.
   2. Select an account from the third dropdown. You can also select multiple accounts.