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How can i get a year to date "TOTAL" of the owner withdrawal"?

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QuickBooks Team

How can i get a year to date "TOTAL" of the owner withdrawal"?

I'll share a report that has the information you need, minayounan.


If you've categorized the owner's withdrawal as transfers, you can run the Business and personal expenses report and set the date by following these steps:


  1. On the left panel, click the Reports tab.
  2. Go to the Business and personal expenses section.
  3. Select Year to Date from the drop-down menu and then click the View link.

You will see the total under in the personal expenses section. Here's a sample screenshot for reference:



I'm also adding these articles for more information:



For any follow-up questions or other concerns with QuickBooks Self-Employed, please let me know in the comments below. I'll be around to help you out again. Thanks.

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