I need to pull a transaction report for a Partner draw that includes two bank accounts. So far I can only include one bank
Solved! Go to Solution.
I know a report where you can see the transactions of your two bank accounts, AngelND.
In QuickBooks Desktop (QBDT), you can generate a report called Transaction Detail by Account and personalize it by specifying the bank account you want to include. You can also modify other details to suit your specific requirements.
Here's how:
If you want to use your report outside QuickBooks, you can also export your reports to Excel from QuickBooks Desktop.
The comment section is always open for any inquiries regarding reports. I'm still here to help you in any way I can.
I know a report where you can see the transactions of your two bank accounts, AngelND.
In QuickBooks Desktop (QBDT), you can generate a report called Transaction Detail by Account and personalize it by specifying the bank account you want to include. You can also modify other details to suit your specific requirements.
Here's how:
If you want to use your report outside QuickBooks, you can also export your reports to Excel from QuickBooks Desktop.
The comment section is always open for any inquiries regarding reports. I'm still here to help you in any way I can.
Thank you SOOO MUCH
Thanks for getting back in this forum, @AngelND.
It's great to hear that my colleague was able to help you in pulling up the transaction report you're finding inside QuickBooks Desktop. Feel free to post in this forum anytime if you have encountered any concern, so we can help you out anytime.
Have a great day ahead!
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