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Level 1

How do I create a report that shows transfers from one balance sheet account to another

 
4 Comments
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QuickBooks Team

How do I create a report that shows transfers from one balance sheet account to another

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:

  1. Click on Reports at the top menu bar.
  2. Choose Accounting and Taxes.
  3. Select on General Ledger Report.
  4. Select the date range.
  5. Select Next to run the report.

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.

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Level 15

How do I create a report that shows transfers from one balance sheet account to another

Make sure to filter on Transaction Type = TRANSFER.

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Level 1

How do I create a report that shows transfers from one balance sheet account to another

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.

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QuickBooks Team

How do I create a report that shows transfers from one balance sheet account to another

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:

 

  1. Click the Start button on your keyboard and then enter Snipping Tool in the search field.
  2. Once you see it, click on the tool and tap the New menu to snip the image.
    snip.png
  3. You can use any applications to save the picture and then click on the Save As option to keep the picture.
    snip1.png
  4. Type a file name, location, and type, and then hit the Save button.
    snip3.png snip2.png
  5. Pick the Print menu to grab a copy.

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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