General Ledger- Filter Accounts

I'm here to help you sort this out, yd12f.

For you to see the entries, I'd recommend customizing the General Ledger report. Make sure the transactions are under the correct date range and you choose the specific account instead of the general filters to avoid any issues. We also have to consider the dates. It has a big impact since it filters the data that will reflect on the reports. 

You can check out this article to learn how to personalize the report:  Customize a General Ledger Report.

Additionally, I've included these articles that'll help you fix some common report issues in QuickBooks:

• Basic Troubleshooting for Balance Sheets
• Fix "The report you are attempting to create may not display
• Find, review, and edit transactions in the account register

Feel free to comment down below if you have any other concerns or questions about viewing your transactions on a specific report. I'm always glad to help in any way I can.

No, that is not what I am saying.

When I go to the GL report and I run the GL with no specific accounts, when I look at one of my accounts all the transactions are there. But when I filter in the GL report bec I want to only include that specific account entries (incoming transfers from other Balance Sheet accounts) are dropped.

Thanks for sharing additional details about the Filter on General Ledger report, yd12f. 

Let's figure this out together.

The transactions will show up so long as it's associated to the account you selected on the Account field. You'll want to drill down all transactions and make sure appropriate accounts are selected to ensure it shows up on the report.

If the same results, I suggest reaching out to our customer care support to have this better checked. They have more tools, like screen sharing, that can help you resolve your concern.

Here's how:

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select QuickBooks Online.
3. Click on Search for something else and enter your concerns in the Tell us more about your questions.
4. Tap Search.
5. Click on Start a message.

Please let me know how it goes. I want to make sure everything is taken care of for you.

Hi @yd12f,

Rishika here from Better Reports!

We recently launched our app Better Reports in QuickBooks, which can help create a report that shows both Debit and Credit transactions by account. You can also filter for a specific account (like Bank) and even see the details for a particular date range.

Also, we have a built-in report “Transfers” that shows specifically the amount transferred from one account to another.

Better Reports also has several other built-in reports, along with the ability to create your own. You can also schedule these to run at a regular cadence and sent to your email or Google Sheets directly so your workflow is automated.

We offer a 14 day free trial, so you can see it all in action.

Also, as part of our offering, we'll be happy to create these custom reports for you as well.

Once you install Better Reports, please contact us and we'll be happy to set this up for you!