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Buy nowI'll help you run a report with only your checking account, @TerryS54.
A great way of tracking your daily business's performance is by running a specific report in QuickBooks Online(QBO). We can customize this report to meet your needs. Let's run a Transaction Detail by Account report and customize it to view the daily cash balance of your checking account.
Here's how:
Additionally, you can export your report to Excel if you want to use your reports outside of QBO.
Finally, you can memorize your report to save the current customization setting for future use.
If you need further assistance running reports in QBO, kindly comment on this thread. I'm always here to assist you.
When I run a transaction report by account as instructed by AdonL, I get ALL my accounts.
I only want my checking account in the report but these instructions don't show me how to do just one account. I need additional help please!
Thank you!
I appreciate you for coming back into this thread, TerryS54.
Thanks for the clarification. Since you only want your checking account to be included, let me guide you to your Account QuickReport.
I've added this article in case you want to run, customize, and save a report: Run reports in QuickBooks Online.
If you need further assistance managing your reports, feel free to come back here in the Community. We're here to assist you 24/7.
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