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nuts-detailing-l
Level 1

How can I run an 'Owners Draw' report to see the total drawn?

 
5 Comments 5
RCV
QuickBooks Team
QuickBooks Team

How can I run an 'Owners Draw' report to see the total drawn?

Thanks for checking in with us. Let me guide you on how to run the owners draw' report to see the total drawn, nuts-detailing-l.

 

An owner's draw is an equity account to track withdrawals from the business to pay personal expenses unrelated to the business. We can run this report by running a quick report of the Owner’s Equity account. Let me show you how: 

 

  1. Go to Accounting on the left menu.
  2. Choose Chart of Accounts.
  3. Type the name of the owner's draw account in the search box.
  4. Tap the View Register drop-down, then select Run Report.
  5. Select the date in the Report period field.
  6. Press Run report

You can customize the report for the owner's draw you have set up in QuickBooks Online (QBO). Feel free to visit our Reports page for more insights about managing your reports in your account.

 

I hope that this response finds you with a smile. Keep me posted if you need a hand with reconciling your accounts or any QBO related. I'll be here to help. 

DawnImag
Level 1

How can I run an 'Owners Draw' report to see the total drawn?

My register doesn't have any arrow or 'run report' -- using Quickbooks for Mac.  I cannot find how to get a report.  Does it show up in any other report?

DawnImag
Level 1

How can I run an 'Owners Draw' report to see the total drawn?

I'm using Quickbooks for Mac.  I don't see any arrow or Run Report on register or Chart of Accounts.  Does it not show up in any standard report?

SarahannC
Moderator

How can I run an 'Owners Draw' report to see the total drawn?

Hello there, DawnImag.

 

It's nice to hear from you, and I would like to help you generate a report from the Chart of Accounts (COA) within your company file.

 

The steps shared by my colleague above are only applicable to QuickBooks Online (QBO) account. In QuickBooks Desktop for Mac, you have another option to run a report on a register or Chart of Accounts. Here's how:

 

  1. Go to the Company menu.
  2. Select Chart of Accounts.
  3. Right-click and select QuickReport to open the account you want to run.
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Then, you can utilize the Customize button to make changes. Then, click OK to reflect the changes.

 

Also, you can check these resources. Each of them provides more tips and insights about handling reports.

 

 

I'm here if you have any other concerns about QuickBooks reports or need further assistance with anything in the program. Take care always, DawnImag.

DawnImag
Level 1

How can I run an 'Owners Draw' report to see the total drawn?

Thank you SO much --  for your help, your expertise, and your very quick response. .  Quick Report was further up in my menu, but it gives me exactly what I'm looking for.  Be well!

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