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brendajo
Level 1

Can you run a report. Client has multiple bank accounts Want to run transaction report by each of the bank accounts?

 
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FritzF
Moderator

Can you run a report. Client has multiple bank accounts Want to run transaction report by each of the bank accounts?

Welcome to the Community, @brendajo.

 

I can help walk you through pulling up a transaction report for each of your client's bank accounts in QuickBooks Online (QBO).

 

You can generate these specific reports through the Chart of Accounts. Here's how:

 

1. Got to the Gear icon at the top and pick Chart of Accounts under Your Company column.
2. Locate the appropriate account, then in the Action column, click the View register drop-down and select Run report.

 

 

 

You can do the same steps for the other accounts. For your reference, you can also check out this article for more information: Run Reports.

 

That should do it! Please let me know how it goes or if you have any follow-up questions or concerns. I'm always here to help you out. Cheers!

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