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Level 1

How do i see my ledger

 
2 Comments
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QuickBooks Team

How do i see my ledger

It’s great to see you in the Community, eddie-reilly.


With just a few clicks, you’ll be able to see the general ledger. Let’s go to the For my accountant section to access it.

 

  1. Go to the Reports menu on the left panel.
  2. This will open a page that lists all reports available in QBO.
  3. Choose the Standard tab and scroll to the For my accountant section.
  4. From there, double-click on General Ledger to view the complete details.
  5. On the General Ledger Report page, pick the correct date range in the Report period drop-down.
  6. Press the Customize menu if you want to sort or filter the data displayed on the report.
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The following articles provide an overview of how to tailor a report as well as instructions about running financial statements:

 

Let me know if you need further assistance while working on QBO. I’m always ready to assist further. Enjoy the rest of the day.

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Level 11

How do i see my ledger

@eddie-reilly 

 

"How do i see my ledger"

 

From the left Dashboard > Select Accounting > Chart of Accounts > select bank account or liability account or equity account in question > Click View Register under Action column.

You can also run the report for each specific account from the drop-down arrow next to the view register.

If you can also various ledger or transactions report from the left Dashboard > Select Reports 

The General Ledger Report will have the transactions for the whole company's Chart of Accounts.

 

Hope this helps!

 

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