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October 11, 2020
Question

How can I run a report to show Owner Activity?

  • October 11, 2020
  • 1 reply
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1 reply

October 11, 2020

I've got a way to ensure you can run an Owner's Equity report in QuickBooks Online, @artisanpizza.

 

To achieve this, you can run an Account QuickReport, and then customize it to show the transactions by name (owner's activity). Let me show you how:

 

  1. Go to the Accounting menu, and then choose the Chart of Accounts tab.
  2. Look for the owner's equity account, tap View Register, and then pick Run report.

  3. Click the Customize button, and then select Name from the Group by drop-down ▼ under the Rows/Columns section.

  4. Hit Run report when you're ready. You can also choose a Report period you want from the drop-down ▼, and then click Run report again to apply the changes made.

By the way, you can click the Save Customization button at the top to save a copy of this report for future use. This way, you can quickly access it in the  Custom reports tab. For more insights, please review this article: Memorize reports in QuickBooks Online.

 

I'm always here to lend a hand if you have more questions about managing your reports in QuickBooks Online. Take care and stay safe, @artisanpizza.