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Hello, @mophidaho.
I'd be happy to help you in creating a report for each checking account in QuickBooks Online (QBO).
To do this, you can pull up the Transaction List by Account report in QuickBooks Online. If you're using a Modern view, you can filter the report by individual accounts.
However, if you're using the Classic view, I recommend customizing the Transaction Detail by Account report. I'll guide you through the steps:
Another option is to pull up a quick report. I'll help you how:
Furthermore, I've also included additional articles that can be useful in managing your reports and how to reconcile your accounts.
Let me know if you have other concerns aside from managing your financial reports. I'll be here to help.
I do not have a Transaction List by Account listed. The Gear Option works, and I got a Quick Report. That is a good start.
The current report, while functional, presents all the transactions in a single column with a balance at the end. This layout is not ideal for my needs.
How can I put the deposits and expenses in two columns, different ones with Balances, and then save them as reoccurring management reports for each account?
Thanks for getting back to the Community, mophidaho.
Let me dive into your conversation to help you manage your report according to your preferred custom reports in QuickBooks Online.
The ability to put the deposits and expenses in two columns, different ones with balances, and then save them as recurring management reports for each account in QuickBooks Online is not yet available. However, I can show you a workaround that presents the deposits and expenses transaction type that can be seen in the management report tab.
Here's how:
4. Then +Add Filter.
5. Also, make sure to select the Report period according to your date preferences
6. Finally, click Save as.
Here's a photo for your reference:
Furthermore, for the next step:
To add the deposit report, here's how:
4. Then +Add Filter.
5. Also, make sure to select the Report period according to your date preferences
6. Finally, click Save as.
Then repeat the process, moreover, to check the custom reports tab, select the report you just customized then under the Action column, select Add to Management reports then choose Add to an existing management report from there you can access the report you added to by clicking Preview.
Additionally, you can refer to this article to learn more about the available reports. Also view the table listing reports available for your version in QBO:
If you have any more questions or need further assistance in managing your reports in QBO, I'm just a reply away. Have a lovely day!
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