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I transferred funds from one account to another, but the transaction history appears in only one account in my report. (Transation by date)

 
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Best answer April 18, 2020

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QuickBooks Team

I transferred funds from one account to another, but the transaction history appears in only one account in my report. (Transation by date)

Hi there, hong-sy.

 

For now, the transfer that you've made will only be shown in the account where the funds is coming from. 

 

Although, you can run the Transaction Detail by Account report to see the transfer in both accounts. Here's how: 

 

  1. Go back to the list of reports and look for the Transaction Detail by Account.
  2. Make sure to change the Report period to the correct one.
  3. Click the Customize button in the upper-right.
  4. Scroll-down a bit and click Filter.
  5. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  6. Click Run report.

More details about customizing reports are also discussed here: Customize reports in QuickBooks Online.

 

The Community is always here if you need anything else. 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

I transferred funds from one account to another, but the transaction history appears in only one account in my report. (Transation by date)

Hi there, hong-sy.

 

For now, the transfer that you've made will only be shown in the account where the funds is coming from. 

 

Although, you can run the Transaction Detail by Account report to see the transfer in both accounts. Here's how: 

 

  1. Go back to the list of reports and look for the Transaction Detail by Account.
  2. Make sure to change the Report period to the correct one.
  3. Click the Customize button in the upper-right.
  4. Scroll-down a bit and click Filter.
  5. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  6. Click Run report.

More details about customizing reports are also discussed here: Customize reports in QuickBooks Online.

 

The Community is always here if you need anything else. 

View solution in original post

Highlighted
Level 1

I transferred funds from one account to another, but the transaction history appears in only one account in my report. (Transation by date)

Thank you very much for your help! 

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