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novels123
Oct 16, 2018 1:44 AM UTC
Solved

How to find transactions for a particular account in the chart of accounts

looking for all transactions under automobile insurance.  How do I pull that up?

VivienJAnswer
Oct 16, 2018 1:44 AM UTC

I got you on this novels123,

QuickBooks Online makes it easy for you to check the transactions associated in a specific account. I'd be glad to show you how it's done. 

You'll need to open your Chart of Accounts, then view the QuickReport of your Automobile Insurance account. Here are the steps to guide you through:

  1. In the left navigation panel, click Accounting.
  2. Select Chart of Accounts at the top.
  3. Look for your Automobile Insurance account, then click Run Report, or View Register in the far right side.
  4. Change the Report Period to All Dates.
  5. Click Run Report.

Easy right? You can now see all of the transactions under your Automobile Insurance Account. 

Drop by again here in the Community if you have questions in the future. We're always delighted to help. 

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3 replies

VivienJAnswer
Oct 16, 2018 1:44 AM UTC

I got you on this novels123,

QuickBooks Online makes it easy for you to check the transactions associated in a specific account. I'd be glad to show you how it's done. 

You'll need to open your Chart of Accounts, then view the QuickReport of your Automobile Insurance account. Here are the steps to guide you through:

  1. In the left navigation panel, click Accounting.
  2. Select Chart of Accounts at the top.
  3. Look for your Automobile Insurance account, then click Run Report, or View Register in the far right side.
  4. Change the Report Period to All Dates.
  5. Click Run Report.

Easy right? You can now see all of the transactions under your Automobile Insurance Account. 

Drop by again here in the Community if you have questions in the future. We're always delighted to help. 

thefreshpreps
Jan 18, 2019 11:56 PM UTC

This is not easy at all. Why does it take 5 steps to do something so simple. In any other piece of software I would just click my account and it would show me all of my transactions. How hard is that? Quickbooks is a terribly clunky piece of software. It's 2019. Step up guys! 

    MaryGraceS
    Jan 19, 2019 4:23 AM UTC

    Hello there, @thefreshpreps.

     

    Thank you for posting in the Community. I'd be glad to assist you to get this taken care of today.

     

    Adding more options to easily find the transactions for a particular account in the Chart of Accounts is a great feature to have. We value your willingness to help us improve our products, and I recommend to share your ideas to our Developers for the inclusion of this option in future updates.

     

    I’ll make sure to do the same on my end. Doing this helps them understand where we can improve and what features should be added so we can better assist you. 

     

    If you need to reach out for more help, feel free to reach out to our Customer Care Support. They have additional tools that can help you get to a resolution quickly. 

     

    Here's how:

    1. Go to https://help.quickbooks.intuit.com/en_US/contact.
    2. At the top right, select your QuickBooks version.
    3. Select a topic.
    4. Click on the Get Phone Number or Start a Message button.

    That should do it.

     

    Please know that the Community has your back if you need assistance. Wishing you and your business continued success.

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