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May 15, 2021
Question

How to generate customer reports with Debits and credits with running balances

  • May 15, 2021
  • 1 reply
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1 reply

MichelleBh
May 15, 2021

Accessing reports is just a few clicks, @info1628.

 

You can generate the General Ledger report in QuickBooks Online. This report shows both Debits and Credits with running balances for each transaction. 

 

Here's how: 

 

  1. Go to the Report tab on the left side. 
  2. Type the said report in the search box. 
  3. Click Customise, then check the DebitCredit, and Balance or Open Balance box. 
  4. Select a specific account under the Filter section. 
  5. Tap Run report

 

You can also click the Save customisation to memorize the report. This will save time since it automatically updates every time there are newly added transactions.

 

You may refer to this article for more details: Debits and Credit report

 

To learn more about how to print, export, email, and memorize reports, check out this article: Run reports in QuickBooks Online

 

Let me know if you have a new question about accessing reports. It's my pleasure to assist you. Have a nice day ahead.