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September 17, 2020
Question

How do I find reconciliation reports with total of expenses in their categories?

  • September 17, 2020
  • 1 reply
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1 reply

IamjuViel
September 17, 2020

Hello, @s.valencia1958.

 

You can generate and customized the Transaction Detail by Account. It displays a list of your transactions with its reconciliation status. I can guide you in doing so.

  1. Go to the Reports menu.
  2. Scroll down to the For my accountant section.
  3. Double-click on the Transaction Detail by Account.
  4. Click the Customize button.
  5. From the Rows/Column section, make sure to include Clr.
  6. Expand the Filter section.
  7. From the Account drop-down, select the bank account you want to view.
  8. Select Reconciled from the Cleared drop-down.
  9. Click the Run Report button.

You may check this article for more information about running a reconciliation report: How do I view, print or export a reconciliation report?

 

Also, if you want to customize some of your reports in QBO, you can check this article: Customize Reports in QuickBooks Online. This provides you detailed steps in changing or modifying some of your reports.

 

Feel free to leave a post below if you have other questions about reconciliation. I'll be right here to help you!