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Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

 
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Best answer April 21, 2020

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Moderator

Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

Thanks for reaching out to the Community, @tlegleu.

 

In QuickBooks Online (QBO), you can run the Transaction Detail by Account to see the transfer in both accounts. 

 

Here's how:

  1. Click Reports on the left pane.
  2. In the search box, type Transaction Detail by Account.
  3. Set the Report period.
  4. Pick the Customize button in the upper-right.
  5. Scroll-down a bit and click Filter.
  6. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  7. Hit Run report.

To know more about customizing reports, you can check this article: Customize reports in QuickBooks Online.

 

If you have other concerns, let me know. I'll be more than willing to help. Have a great day!

View solution in original post

4 Comments
Highlighted
Moderator

Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

Thanks for reaching out to the Community, @tlegleu.

 

In QuickBooks Online (QBO), you can run the Transaction Detail by Account to see the transfer in both accounts. 

 

Here's how:

  1. Click Reports on the left pane.
  2. In the search box, type Transaction Detail by Account.
  3. Set the Report period.
  4. Pick the Customize button in the upper-right.
  5. Scroll-down a bit and click Filter.
  6. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  7. Hit Run report.

To know more about customizing reports, you can check this article: Customize reports in QuickBooks Online.

 

If you have other concerns, let me know. I'll be more than willing to help. Have a great day!

View solution in original post

Highlighted
Level 1

Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

This worked! Thank you for your reply!

 

Highlighted
Level 1

Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

This worked! Thank you for your reply!

Highlighted
Moderator

Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

Happy to hear back from you, @tlegleu.

 

Thanks for keeping us posted. I'm glad to know your issue got resolved. 

 

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference.

 

Know that I'm only a couple of clicks away if you need anything else. I'm always here and ready to help. Have a nice day!

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