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November 7, 2022
Question

How do I run an account activity report, detailed for All GL codes? Last calendar Year?

  • November 7, 2022
  • 1 reply
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1 reply

November 7, 2022

Welcome to the Community, @usersfrostvfis.

I acknowledge how important for you to manage your financial reports. I'll help you find the best way to resolve your concern. You can run the Transaction Detail by Account Report to view your general ledger history and account activity. Here's how:

 

  1. On the left panel, click on Reports.
  2. Look for Transaction Detail by Account Report on the search bar.
  3. Adjust the Report period.
  4. Click on Customize.
  5. Under the Filter drop-down, tick the box of the Distribution Account.
  6. Under the Distribution Account drop-down, you can choose the specific account or specific transaction.
  7. Click on Run Report.

 

Once everything's good, you can also click on Save Customization to save the report on your Custom Reports tab for easy access.

 

You can read this article if you need to optimize cash flows and manage financial reports: Track your cash flow in QuickBooks Online.

 

Please hit the Reply button if you need further assistance with your financial reports. We're always here help you. Have a wonderful day.