Hi there KateFroese,

It's important all your transactions be entered properly for all your books to be well balanced. QuickBooks Online is a great tool able to generate multiple reports to see all aspects of the finances of your company. I can point you in the right direction for assistance with reports.

For further assistance with customizing reports, I recommend reaching out to the QuickBooks Online support team outside of the community. They'll be able to view your screen with you in order to provide the best help at extracting the information you want in reports. You can reach them using these steps:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

If you have any other questions, feel free to reach out here.