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marshalautosqbk
Level 1

Should we have a authentic ledger reports for customers, suppliers In quick book intute online plus-------?

 
3 Comments 3
katherinejoyceO
QuickBooks Team

Should we have a authentic ledger reports for customers, suppliers In quick book intute online plus-------?

Hi there, @marshalautosqbk

 

Welcome to the Community. We have a General Ledger report that shows a list of transactions from all accounts for a specific date range. 

 

We also have different reports for customers and suppliers. You can run the Transactions List by Customer report and Transactions List by Supplier/Vendors report. Here's how: 

 

  1. Go to the Reports menu.
  2. In the search field type in Transactions List by Customer
  3. Filter and select the date in the Report period.
  4. Click Run report

 

You can also customize the reports to show specific accounts or customers, suppliers, and other formatting things the way you want them to show in the report.

 

Let me know if you have more questions. We're always around here to further assist. 

 

Yasser Trip pedia
Level 1

Should we have a authentic ledger reports for customers, suppliers In quick book intute online plus-------?

hellp

i have customer who is supplier at same time

we provide hotel bookings and he is providing us with air tickets 

so he is customer and supplier at same time

i want to issue account statement or ledger with both credit and debit

is this available in quickbooks??

 

Rasa-LilaM
QuickBooks Team

Should we have a authentic ledger reports for customers, suppliers In quick book intute online plus-------?

Welcome to the Community, Yasser Trip pedia.


We have reports that will show all the debits and credits for your customer/supplier. You can run the General Ledger or Journal Reports in QBO. Let me help and show the steps on how to build each one.

 

  1. Tap the Reports menu on the left panel and enter General Ledger in the search box.cst report.png
  2. Click the Report period drop-down to set the correct date range.
  3. Hit the Customize button in the upper to filter the data.
  4. In the Customize report screen, click the Change columns link under Rows/Columns.cst report.1.png
  5. Tick the boxes for Debit and Credit.
  6. Hit the Run report menu to view the changes.cst report.2.png

To open the Journal Report:

 

  1. Press the Reports menu on the left panel and type Journal in the search field.
  2. Hit the Report period drop-down and choose the correct date range.
  3. If you wish to add more details, click the Customize menu.
  4. Tap the Run report button.

 

For additional reference, these resources provide a list of reports included in your subscription. From there, you’ll see the steps on how to personalize the data on a statement.

 

 

Reach out to me if you have any additional questions or concerns. I’ll get back to answer them for you. Have a great weekend ahead.

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