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sharon-goodyear
Level 1

how do I get a report of the transfers between my two bank accounts?

Every two weeks I transfer money from my bank account to a shared/joint bank account. How do I get a report of how much was transferred over the year?

1 Comment 1
MsNorthPND1881
QuickBooks Team

how do I get a report of the transfers between my two bank accounts?

You can use the Account Quick Report to view the total money transferred between two accounts, Sharon.

 

Here’s how:

 

  1. Navigate to My Apps, and under Accounting, select Chart of Accounts.
  2. Choose the shared/joint bank account you want to run a report for.
  3. Click the dropdown arrow next to the account, then select Run report.
  4. Set the Report Period to the desired year.
  5. In the upper right corner, click Filter, then select Add Other Filter.
  6. Choose Transaction Type and leave it set to Equals in the second row.
  7. In the third dropdown menu, select Transfer and run the report.

 

 

After running the report, it will display the total amount transferred during the selected year.

 

If you need further assistance while running the report, feel free to leave a comment below.

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