How do show splits in a General Ledger report? Our beginning balance is off.

Welcome to the Community space, houstonwb. I'll provide details to help you show splits in your General Ledger report and fix the beginning balance inside QuickBooks Online (QBO).

When running the general ledger data, you'll want to select or enable the Split column inside the report. Doing this allows you to add another detail to your financial report. I'll outline the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, click the Reports tab.
3. In the Search bar, enter General Ledger and then click on the report.
4. Click the Customize button and then inside the Rows/Columns, tick the box beside Split.
5. Once done, click the Run report button.

Also, we recommend checking this handy article for more details on how to fix beginning balance inside QBO: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Moreover, here are some articles to help you keep your current report settings for future use: Memorize reports in QuickBooks Online.

Our team encourages you to visit anytime or comment below if you have other questions about adding more details to your report or need assistance fixing a beginning balance inside QuickBooks. Keep safe.

How can you see the each line of the split detail in the General Ledger report?

Which date applies to what?  There is a date in the general ledger and dates for each line of splits.

We'll have to run the Transaction List with Splits report to see the details of the split transactions along with their dates, houstonwb. I'm here to assist you in completing this task smoothly.

To start, let's open your QuickBooks Online (QBO) company and navigate to the Reports Center to access the report. Here's how:

1. Navigate to the Reports menu on the left panel and enter Transaction List with Splits in the Find report by name field.
2. On the reports screen, click the Report period drop-down and set the correct date range.

You can also customize the report to show specific details or tailor its layout. In addition, the date in the General Ledger applies to the entire transaction. While the dates for each line of splits refer to the individual dates of the split transactions.

Feel free to use the solutions found in these links to retain the current customization settings for your statements, and to change the the reporting basis:

• Memorize reports in QuickBooks Online
• Choose between cash and accrual accounting methods in QuickBooks Online

Feel free to visit the Community again if you have any further questions or concerns regarding managing your reports and other accounting tasks. We'll get back to you and provide the guidance you need.

People replying choose "splits" I need more help.  that is not enough for my CPA.  They want to know the details of what categories the expense is "split" into.  right now that means going through each split bill payment by hand.  There has to be another way.

Thanks for joining the Community and getting involved with this thread, emray79.

To properly identify which categories you'll want to split transactions into, I'd recommend working with an accounting professional.

If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how it works:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Select Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.

Once you've found an accountant, they can be contacted through their Send a message form.

I've also included a detailed resource about splitting transactions which may come in handy moving forward: Enter a split transaction into the register

Please don't hesitate to send a reply if there's any questions. Have an awesome Thursday!