Skip to main content
September 14, 2023
Question

Daily we generate about 200 transactions in QBO.We need to generate General Ledger for 2020 for some of our accounts.QBO just jammed up.Can anyone help??

  • September 14, 2023
  • 1 reply
  • 0 views
Seriously this needs to be improved. Why can't QBO set up something like Paypal where an excel file is generated??

1 reply

Rubielyn_J
September 14, 2023

I understand the importance of generating a General Ledger for your accounts, especially when dealing with a substantial number of daily transactions, @tlheah.

 

Allow me to share insights to address this matter promptly and efficiently.

 

A General Ledger report in QuickBooks Online shows a list of transactions from all accounts for a specific date range. You can choose between Cash or Accrual basis when running this report, and you can also filter it by selecting only those accounts you want the report to show you. This report is available in all versions of QuickBooks Online.

 

To generate a General Ledger Report, you can follow the steps below: 

 

  1. Navigate to the Reports menu at the left panel.
  2. Search and select General Ledger in the search box.
  3. Choose the date.
  4. Click the Customise button. Then. go to the Filter drop-down arrow.
  5. Checkmark the Account box and choose the specific account from the drop-down list.
  6. Lastly, click the Run Report button.

 

Once done, you can export the report and lists into individual Excel files contained in a zip format in one process. For detailed steps, you can check out this link: Export reports, lists, and other data from QuickBooks Online.

 

Alternatively, you can upload the data into a CSV file. This way, older transactions from 2020 will be imported into QBO.

 

Moreover, you can memorize reports to save customized settings and easily access them in the future. This feature allows you to store your preferred report settings, filters, and customizations for quick retrieval. For the steps, you can review this article: How to get the most out of your financial reports.

 

If you have any further questions or concerns, please feel free to reach out to us at any time. Your satisfaction is our top priority, and we're here to assist you.