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Corinne-Baker
Level 1

How to get to balance sheet journal enteries

Can someone guide me to balance sheet journal entries

1 Comment 1
JayneusR
QuickBooks Team

How to get to balance sheet journal enteries

Hello there, Corinne.

 

Could you clarify what you mean by balance sheet journal entries? Are you looking for journal entries that impact balance sheet accounts?

 

If so, you can generate a report to view all balance sheet accounts affected by journal entries. Here's how:

 

  1. Go to Reports.
  2. Under Standard Reports, search for Journal.
  3. Select your desired Period Date.
  4. Look for Filter, then click it.
  5. In the first box, search for Transaction Type.
  6. In the third box, look for Journal Entry.
  7. Add another filter, and search for the Distribution account type.
  8. Then search for All Balance Sheet Accounts.

 

Once you've completed these steps, you'll have a report that displays all journal entries affecting balance sheet accounts. Here's a sample screenshot for reference.

 

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If you need a different report, feel free to use the Reply button below to let us know.

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