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You can run a Transaction List by Date report, FlyingDutchman. This allows the data to show all your money-in and money-out transactions for each month. Let me guide you through the process.
In your QuickBooks Online account, run and customize the report to show liability entries for a given month. To do these:
- Go to Reports from the left menu panel and enter Transaction List by Date report under the search section.
- Modify the Report period and other Columns, Filter, Group by, and General options to specify transactions in the report.
In addition, you may run a Statement of Cash Flows report that shows all operating and financing activities made from your account. For more detailed data, you can filter the Display columns by dropdown to Months.
Furthermore, I recommend memorizing your reports to save their current customization settings. It serves as our record and helps us quickly access it for future use.
Lean on us for any additional assistance you need when managing reports in your account. Our team is here to ensure you succeed. Stay safe!