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January 26, 2023
Question

How do I find a list of all transfers made between bank accounts?

  • January 26, 2023
  • 1 reply
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1 reply

January 26, 2023

Let's run and customise the Transaction Detail by Account report, -procoelum-co-uk.

 

Doing so helps us view the list of all transfers made between bank accounts. I'll show you how:

 

  1. Go to Business overview and select Reports.
  2. Find and open the Transaction Detail by Account report.
  3. Click Customise.
  4. Select the correct dates.
  5. On the Filter section, select Transfer as Transaction Type.
  6. Once done, click on Run report.

 

Aside from the Transaction Detail by Account report, you can also run the Transaction List by Date report. This report shows all your money in and out transactions for each month. Here's how:

 

  1. From the Business overview, select Reports.
  2. Find and open the  Transaction List by Date report.
  3. Click Customise.
  4. Select the correct dates.
  5. On the Filter section, select Transfer as Transaction Type.
  6. Once done, click on Run report.

 

For more details about personalising reports, please see this article: Customise Reports in QuickBooks Online.

 

Additionally, I've added these articles that'll help learn more about running and memorising reports in QuickBooks:

 

 

Please keep me posted if you need help finding other transactions in your books. I'd be glad to help you out.