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maxs
Level 1

How do I run a report of YTD Owners' Equity with a breakdown of each owner's activity?

 
1 Comment 1
JessT
Moderator

How do I run a report of YTD Owners' Equity with a breakdown of each owner's activity?

Let's create this owner's equity report, maxs.

 

You can run a quick report of your owners equity account, group the transactions by name (payee) and sort them by date. Here's how:

  1. Click on Accounting and choose Chart of Accounts.
  2. Search for your owners equity account.
  3. Click the down arrow next to View register in the Action column.
  4. Select Run Report.
  5. Click the Customize button and expand the Rows/Columns section.
  6. In the Group by drop list, choose Name and click on Run Report.
  7. Above the report on the left, click the drop down arrow next to Sort.
  8. Select date in the Sort by drop list.

That will do it.

 

By the way, you can click on Save Customization to keep a copy of this report for future use.

 

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