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Book Oblate
Level 2

Can I run a report for last year's debits and credits per account?

How do I run a transaction report for last year grouped by account?
Solved
Best answer March 15, 2021

Best Answers
ZackE
QuickBooks Team

Can I run a report for last year's debits and credits per account?

Welcome to the Community, Book Oblate.
 

Our Transaction Detail by Account report is available if you're subscribed to an Essentials, Plus, or Advanced plan.

In the event you'd like to upgrade your subscription, you can do so anytime.
 

Here's how:

  1. Use the Gear (⚙️) icon, then go to Account and settings.
  2. Access your Billing & Subscription tab.
  3. In the QuickBooks Online section, click Upgrade your plan.
  4. Select a plan and hit Choose plan.
  5. Press Get started.


I've additionally included a few detailed resources about working with reports that may come in handy moving forward:

 

Please feel welcome to send a reply if there's any questions. Enjoy the rest of your day!

View solution in original post

3 Comments 3
LieraMarie_A
QuickBooks Team

Can I run a report for last year's debits and credits per account?

You've come to the right place, @Book Oblate

 

The closest variation of your desired report achievable in QuickBooks Online is the Transaction Detail by Account report. This report displays all the transactions which include the type of transaction, date, the account used for the transaction, amounts, and balances. They can be customized to specify if it's a debit or credit and show the last year's entries only.

 

Here's how:

  1. Go to Reports.
  2. In the Find report by name field, type in "Transaction Detail by Account," then press Enter.
  3. Click on the Customize button.
  4. In the Report period dropdown, select Last Year.
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  5. Click Run report.

 

You can check out this article to see the complete list of available reports for your QuickBooks Online version: Reports included in your QuickBooks Online subscription.
 

You can also export them to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel

 

Let me know should you need any further assistance with customizing your report that tailors your business needs. I'm always here to assist. Have a wonderful day.

Book Oblate
Level 2

Can I run a report for last year's debits and credits per account?

In these instructions below, there is no report of that name. QB does not return a response.

 

  1. In the Find report by name field, type in "Transaction Detail by Account," then press Enter.
    1.  
ZackE
QuickBooks Team

Can I run a report for last year's debits and credits per account?

Welcome to the Community, Book Oblate.
 

Our Transaction Detail by Account report is available if you're subscribed to an Essentials, Plus, or Advanced plan.

In the event you'd like to upgrade your subscription, you can do so anytime.
 

Here's how:

  1. Use the Gear (⚙️) icon, then go to Account and settings.
  2. Access your Billing & Subscription tab.
  3. In the QuickBooks Online section, click Upgrade your plan.
  4. Select a plan and hit Choose plan.
  5. Press Get started.


I've additionally included a few detailed resources about working with reports that may come in handy moving forward:

 

Please feel welcome to send a reply if there's any questions. Enjoy the rest of your day!

View solution in original post

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