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January 15, 2022
Question

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  • January 15, 2022
  • 1 reply
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want creditors balance report with oepning balance debits and credits for year and closing balance.

1 reply

January 15, 2022

Hello there, @ibrahim-linceduc.

 

Would you like to connect with our Phone Support Team? If yes, we're unable to provide contact details here. You can utilize the Help icon within your QuickBooks Online (QBO) account to get in touch with them.

 

QuickBooks report that will show the creditor's balance with opening balance debits and credits for the year and closing balance is unavailable. While there isn't a specific report to show both the beginning and closing balance, you can run the Transaction Detail by Account. It contains the total of each account on your Chart of Accounts.

 

  1. Go to the Reports menu.
  2. Find and open a report.
  3. Use the basic filters on the report to adjust things like the report dates.
  4. Click Customize to apply multiple filters.
  5. Click Run reports.

 

You can also run this report:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Search the liability account, then select Run report under the Action column.
  3. Select Customize and make sure that the Report period is correct.
  4. From the Filters section, select a Customer.
  5. Select Run report.

 

Then, combine the information from the two reports by exporting them to Excel. You can check these links to learn how to personalize your financial statements: 
 

 

Please let me know if you have more concerns. I'll be around to help. Take care, ibrahim-linceduc.