Hi there, tonibw.
Generating a general ledger report for a financial year in QuickBooks Online (QBO) is possible. I'd be happy to guide you on how to do it.
- In the left menu, click Reports.
- In the search bar, type and click on General Ledger.
- Once the report opens, set the Report period to the date range to the last financial year.
- Click Run Report.
This will give you a detailed record of all financial transactions that occurred during the specified period, including debits, credits, and ending balances for each account.
If you want to personalise the report to show specific accounts, you can refer to this article for guidance: Customise reports in QuickBooks Online.
For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.
Come back to this post if you have other concerns or follow-up questions about running reports in QBO. I'll be around to help. Have a great day!
