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Welcome to the Community, comptrol23.
Let me walk you through on how you can pull up a report that shows transfers from one balance sheet account to another in QuickBooks Desktop.
You can run the General Ledger Report to view the activity in your accounts over a specific period of time. It also shows all the transactions that occurred for each account in your Chart of Accounts.
To do that:
For additional information about General Ledger, please check this article: https://quickbooks.intuit.com/r/encyclopedia/general-ledger/.
That information should get you on the right track.
Please know that the Community has your back should you have any questions. Have a wonderful day.
Make sure to filter on Transaction Type = TRANSFER.
Is there any way to just print the transfer when I make the transfer entry? Seems silly to have to generate a separate report each time.
Thanks for joining this thread, @PattyK2.
The option to directly print the Transfer window is unavailable in QuickBooks Desktop at this time. However, you can use a Snipping tool or Print Sc function to take a picture of the transaction.
Here's how to use the Snipping tool:
For more information, check out the following article. It contains detailed instructions on how to use the feature and screenshots for visual reference: Open Snipping Tool and take a screenshot.
If you opt to use the Print Sc feature, simply click this to guide you through the step by step process: Copy the window or screen contents.
Stay in touch if you have further clarifications or questions. I'm here anytime to answer you. Enjoy the rest of the day.
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