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general ledger report

I have to print out our general ledger every quarter and at the end of every year for our accountant. When I create that report it pulls up every single transaction for that time period. I do not need to see every single transaction, I just need the totals for each account type. my accountant doesn't want a 500 page report with every transaction on it. How can i change this report to just show the totals? Please help!

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QuickBooks Team

general ledger report

Happy to have you here on the Community page, @todd40.

 

At this time, we aren't able to condense the General Ledger report to only show the accounts' total amounts. The good news is, you can open the Custom Summary report and display the rows by account list and the columns to total only.

 

Here's how:

 

  1. Click on Custom reports from the Reports tab, then click on Summary.
  2. On the Modify Report page, go to the Display column, then select Total only beside Display columns by and Account list beside Display rows by section.
  3. Go to the Filters column, then search for Account, then pick All accounts from the drop-down lists.
  4. Tap OK to record the customization.

d1 1.PNG d1 2.PNG d1 3.PNG

 

Once completed, your accounts now show their total amounts depending on the period you've selected.

d1 4.PNG

 

For additional reference about running and customizing reports in QuickBooks Desktop, read this article.

 

Get back to me if you have any other questions about running reports. I'm a post away to help. Have a good day!

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