Skip to main content
September 27, 2019
Solved

How do I get account history to show bank balance?

  • September 27, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by AlcaeusF

I just want to see running balance of one account - like a bank account - to see what balance is. what you described above prints all accounts.

 

What I need is say go to bank account number 1, click on that to see all transactions and running balance to date.

 

This should be a simple task?


Hi there, davids2.

 

Right now, you can only show the QuickBooks balance and the transactions when running a report for the account. If you need to show the actual bank balance from your Chart of Accounts, please know that this is not yet available.

 

You can try running the QuickReport available through these steps:

 

  1. Click the Gear icon in the upper-right corner, and select Chart of Accounts below Your Company
  2. Choose an account.
  3. Click the drop-down arrow below the Action column.
  4. Select Run report (see screenshot below).

 

 

Please don't hesitate to reach out to me here should you need any additional assistance running the report. The Community seeks to serve you.

1 reply

September 27, 2019

Hi, davids2.

 

Your account register can show your bank transaction history and the current balances. This includes bank balance and QuickBooks balance. Here’s how you can access this information:

  1. Click the Gear icon at the top. 
  2. Select Chart of Accounts under Your Company. 
  3. From the list, locate the account involved. 
  4. Click Account history under Action. 

You can click the print icon at the top to print the report. You can also click the filter icon beside All for additional customization. 

 


Reach out again by posting a question if you need anything else. 
 

davids2Author
October 5, 2019

thanks, but this does not work.

 

The balance column just states n/a

 

it is a bank statement and it ia reconciled so I dont know why it would be n/a?

 

davids2Author
October 5, 2019

at top of column it states "only displayed with date/reconcile status report (whatever that means?)