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April 21, 2024
Question

Chart of Accounts

  • April 21, 2024
  • 1 reply
  • 0 views

Hello,

How do I view the account detail to show which transactions went to which account for the current month?

1 reply

April 21, 2024

Hi there, @Sarah_HM. I'll show you how we can view specific accounts associated with every transaction in QuickBooks Online (QBO).

 

We can pull up particular reports to see which account your transaction was posted. Thus, we can use the Transaction Detail by Account report to see transactions per account or Transaction List with Splits reports to view split transactions with every account associated with each split.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar section, type in the Transaction Detail by Account or Transaction List with Splits reports.
  3. To narrow down results specific to this month, let's change the Report period to particular dates.
  4. Click the Customize button to apply additional filters or columns.
  5. Lastly, click Run Report.

 

Moreover, you can save your report's previous customization to prevent you from personalizing them again. You can refer to this article for guidelines: Memorize reports in QuickBooks Online

 

Please don't hesitate to reach out if you have any further queries or doubts regarding your reports. I'm here to assist you round the clock with any assistance you may require.