looking for a detail report of an "owner's equity" account on 2019 mac desktop

We can run a quick report of the Owner's Equity Account, mbirdthatflies.

This way, we can add or remove some data on the report. Let me guide you how:

1. t the top menu, select the Lists tab.
2. Choose Chart of Accounts.
3. Click the drop-down arrow beside the Gear icon in the lower-left section.
4. Select QuickReport.
5. Click the Option menu, then filter the date period.

If you want to save the same setting, you can memorize the report. Here's an article as your guide: Memorize reports.

I'm just around if you need further assistance in sorting your transactions. Keep safe!

I found this quick report of my owner's equity, and also the filter option for dates.  But I only get a total, no itemization.  I want to see all the deposits made.  Can you help me find that?

That only gives me a quick report with a total.  I need to see the monthly deposits into the account and can't find where to get that?

I know a report where you can view your account's item details, @mbirdthatflies.

You can use the Transactions List by Account report and filter it to show the equity accounts.

Here's how:

1. Go to Reports at the top.
2. Select Accountant & Taxes, the hit Transaction Detail by Account.
3. Tap the Customize Report button at the top. Then, the Filters tab.
4. In the Account drop-down, choose All equity accounts.
5. Click OK.

Here's how it looks like.

For details about customizing reports, check out this guide: Customize reports in QuickBooks Desktop for Mac.

I've also added this link here if you need help with other tasks in QBDT for Mac.

Keep me posted if you still have question or concerns with reports. I'm always here for you. Take care and have a great weekend.

I'm getting such great replies, and I am following all the steps, but unfortunately still only the total comes up.  As you can see in this screenshot it says "total by".  I can't find a way to get away from the total.  I tried all the filters, options etc.  I'll describe how I deposit it incase that is the problem (but I don't think so because I am seeing a total).  I use the deposit icon and then "from account" I select owners equity.  Help.

Thank you for getting back here, @mbirdthatflies.

I appreciate you performing the steps provided by my colleague. I can share additional steps so you can run a detailed report for your Owner's Equity account. You can run the Balance Sheet report. From there, double-click the amount in line with the Owner's Equity account and select QuickReport.

You might also want to visit this wonderful guide to browse topics that can help you with your QuickBooks tasks. To get started head to the QuickBooks for Mac user's guide. 

Let me know how this goes and feel free to post a reply below. I'm always around to help you. Have a good one. 

There is nothing clickable on the Balance Sheet.  The link you sent is for 2021 version.  I have 2019 version.  

Correction: The Total Equity was clickable.  But...when I clicked it, I got a detail of everything except the owner's equity.  See screen shot.

I appreciate you for sharing a screenshot, mbirdthatflies.

At this time,  I recommend reaching out to our Phone Support team. Once of our agents can pull up your account to do an investigation about this matter.

Just a heads up, due to the pandemic, we have limited agents available. That said, it may take longer than the usual before someone can get in touch with you.

Here's how you can contact them:

1. Go to this page: Contact QuickBooks.
2. Select QuickBooks Mac Desktop.
3. Click Search for something else.
4. Enter I can't drill down the Owners Equity account report.
5. Click Search.
6. Click Start a Message.

I'm just around to help. Take care!

The issue is not resolved for me.

I had the exact same problem with the exact version of QB Desktop for mac.

Here's a work-around:

1. Create a new Equity account called "Investment Equity". The name doesn't matter, but that seems to be a common convention. When creating the account, give it a balance of 0.00 for a date that's well before any of your existing equity transactions. This will create a new, empty equity account with an associated register.
2. Edit the Owners Equity account, and rename it to "Investment Equity." This will prompt you that you are merging two accounts. Some warnings and confirmations popup to make sure you really want to do this. Click yes to all of them. This will move all of your existing "Owners Equity" transactions into the newly created "Equity Investments" account, and delete the old "Owners Equity" Account
3. Optional: if you like the old name, you can now rename "Equity Investments" back to "Owner Equity.

You will see the new equity account in the account list, it will have an associated register, and when you look at the balance sheet details report, it will have the itemized transactions.

This is an obvious bug in QB. For some reason, I think they created that Owner Equity account without a register by default.

Hope that helps.

Keep on book-keeping on.

James