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cinnieminnie
Level 1

How do I look at just my income accounts?

 
2 Comments 2
MrNumberCruncher
Level 1

How do I look at just my income accounts?

Some more detail would help. Do you want to:

1. Look at just a list of your income accounts

Transactions > Chart of Accounts > Here you will see all your accounts, and your income accounts will be grouped together.

 

2. Look at the total income booked into your income accounts for a particular period?

Reports > Income Statement

This will show you more than income, but it will show you income for a particular period by income account type. You can also further filter or customize this report by clicking "Customize", then "Filter" and check the "Distribution Account" box, and then in the dropdown to the right, select "All Income Accounts".

Make sure you select the Report Period and Cash or Accrual Basis at the top left.

 

3. Detailed list of transactions grouped by income account?

Reports > Transaction Detail by Account - once in this report, go to the columns tab and check the "Account Type" item. Then go to the "Filter" tab and filter by "Account Type" "Equals" "Income". Then just make sure you are looking at the right period, and be sure to define whether cash/accrual basis.

 

Hope this helps.

Archie_B
QuickBooks Team

How do I look at just my income accounts?

Hi there, cinnieminnie.  Viewing your income accounts is crucial for tracking your revenue streams and maintaining accurate financial records. Let's explore how you can easily navigate QuickBooks Online to see a comprehensive overview of all your income accounts.

 

You can view all of your income accounts in different ways, similar to the details provided by @MrNumberCruncher. However, the most effective way is through the reports in QuickBooks.

 

To view all of your income accounts, we can run and customize a report QuickBooks called Transaction Detail by Account. Like this:

 

  1. Log in to QuickBooks Online.
  2. Go to Reports.
  3. In the Search field, type and select Transaction Detail by Account.
  4. Set the Report period to All dates.
  5. Click on the Filter option. For Filter by, select Account type, and in the Value dropdown search and select Income.
  6. Once done, refresh your report.

 

This report will show you all the income accounts and their associated transactions. I've added this link so you can personalize your own report according to your needs: Customize reports in QuickBooks Online.

 

In case you'd like to know how to modify the income account for any of your product or service items, use this link as a reference: Change the account for a product or service item in QuickBooks Online.

 

Feel free to ask any follow-up questions as we delve into this essential aspect of managing your income. Remember, I'm here to support you on your journey towards financial clarity and success. Have a great day!

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