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im4gltr
Level 3

How can I create a report that shows only journal entry transactions?

 
Solved
Best answer March 13, 2020

Best Answers
Joesem M
Moderator

How can I create a report that shows only journal entry transactions?

Hello there, @im4gltr.

 

Let me guide you on how to create reports that only show your journal entry transactions in QuickBooks Online.

 

  1. Click Reports in the left menu.
  2. In the Find report by name search bar, enter Transaction List by Date or browse the categories listed.
  3. Open the report and click Customize.
  4. In the Customize window, change the date range.
  5. Select the Filter ▼ icon.
  6. Click the Transaction Type box and choose Journal Entry.
  7. Tap Run report.

For more detailed steps on how to sort your reports in QuickBooks, please click this article: Customize reports in QuickBooks Online.

 

Also, you can refer to these articles on how to print and memorized reports in QuickBooks: 

Should you need further assistance, please do not hesitate to contact me by clicking the Reply button. I'll be here to lend a hand. Take good care.

 

 

View solution in original post

4 Comments 4
Joesem M
Moderator

How can I create a report that shows only journal entry transactions?

Hello there, @im4gltr.

 

Let me guide you on how to create reports that only show your journal entry transactions in QuickBooks Online.

 

  1. Click Reports in the left menu.
  2. In the Find report by name search bar, enter Transaction List by Date or browse the categories listed.
  3. Open the report and click Customize.
  4. In the Customize window, change the date range.
  5. Select the Filter ▼ icon.
  6. Click the Transaction Type box and choose Journal Entry.
  7. Tap Run report.

For more detailed steps on how to sort your reports in QuickBooks, please click this article: Customize reports in QuickBooks Online.

 

Also, you can refer to these articles on how to print and memorized reports in QuickBooks: 

Should you need further assistance, please do not hesitate to contact me by clicking the Reply button. I'll be here to lend a hand. Take good care.

 

 

View solution in original post

Nancy H1
Level 1

How can I create a report that shows only journal entry transactions?

This is great.  Thank you. 

KiWoo
Level 1

How can I create a report that shows only journal entry transactions?

Hello, I was able to get a report that just shows journal entries using these instructions and I added columns for Memo, Debit, and Credit, but the report doesn't show anything in these columns.  Shouldn't it show the amounts of the debits and credits, and the info I entered in the Memo space of each JE?

 

Thank you..

Ethel_A
QuickBooks Team

How can I create a report that shows only journal entry transactions?

Welcome to the Community, @KiWoo.

 

Let me share some insights to make sure that you'll be able to run a report with the columns added.

 

Your browsers store temporary internet files and cache to speed that can cause unexpected behavior. 

 

In the meantime, you can access your QuickBooks Online (QBO) account via an incognito/private browser to check if it's a browser issue or not

 

To use a private browser, here’s how:

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: Press CTRL  Shift P
  • Safari: press Command Shift N

If it works fine using the private browser, access your account using the original browser and clear the browser's cache.

 

Follow the steps to clear your browser's cache:

 

  1. Open  Chrome.
  2. Click More.
  3. Choose More Tools, then Clear browsing data.
  4. Add a time range. Select All time to delete everything.
  5. Check the boxes next to "Cookies and other site data" and "Cached images and files".
  6. Select Clear data.

 

Also, try to run a report that includes all dates. Then run a report with the date range that you want.

 

I'm adding this link that provides you with articles to manage your reports: Reports

 

If you need additional assistance with running Reports, I'm always around to help. Just click on the Reply button below.

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