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Cham2526
Level 2

Custom Reports

How can I run a report to show only shareholder distributions?

Solved
Best answer January 24, 2023

Accepted Solutions
GeorgiaC
QuickBooks Team

Custom Reports

Hi Cham2526, if you have one account for shareholders in your Chart of Accounts you can view the distributions by selecting the drop-down beside the account in the CoA > Run report > Customise > Filter > Transactions > Transaction type > Select all that apply > Run report. 

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2 REPLIES 2
GeorgiaC
QuickBooks Team

Custom Reports

Hi Cham2526, if you have one account for shareholders in your Chart of Accounts you can view the distributions by selecting the drop-down beside the account in the CoA > Run report > Customise > Filter > Transactions > Transaction type > Select all that apply > Run report. 

Cham2526
Level 2

Custom Reports

Thank you

 

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