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VarunAgw
Level 1
posted
‎February 19, 2021 06:29 AM
last updated ‎February 19, 2021 6:29 AM

How do I create a combined bank statement?

I am using QB to create my income tax. I have connected all the banks.

 

Now I need is a single list which have all the transactions across all the banks in a single page ordered by date. How do I generate that?

 

I am trying to find which transactions are transfers, credits, and actual expense.

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1 Comment 1
Rubielyn_J
QuickBooks Team
QuickBooks Team
‎February 19, 2021 12:14 PM

How do I create a combined bank statement?

I can help you create a single list of transactions across all bank account in QuickBooks, @VarunAgw.

 

We can access the Transaction Detail by Account to displays the transactions and total for each account. Let me show you how: 

 

  1. Sign in to your QuickBooks Online account. 
  2. From the left menu, select Reports. 
  3. In the Find report by name field, search and select Transaction Detail by Account. 
  4. Choose the date under the Report period dropdown menu.
  5. Once done, click the Run Report button. 

    t.JPG

 

In case you'll want to personalize your report to displays other information, feel free to view this article: Customise reports.

 

Moreover, I've added these links to help you manage reports in QuickBooks:

 

Feel at ease to comment down below if you have other concerns with QuickBooks. I'll keep an eye on your response. Have a blissful Friday.

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