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Q
Qualicum
September 3, 2019
Question

Detailed analysis of an account

  • September 3, 2019
  • 1 reply
  • 0 views

Hi. I'm new to QB and am struggling a bit. After entering journal entries how can I find a detailed analysis of all the accounts that are affected? Also is there any way to change the increase/decrease  columns to debits and credits instead? Sorry if this seems like silly questions but like I said I'm very new to this. Thanks!

1 reply

A
Anonymous
September 3, 2019

Hello,

 

Welcome to the QuickBooks community page. Keeping track of your financial operations is crucial for running your business. The great news is, QuickBooks Desktop offers an extensive list of reports that will provide you the details you need, including the accounts that are affected when you create a journal entry. 

 

After you create your journal entries, follow these steps to generate and customize the corresponding report:

 

  1. Select Reports
  2. Select Report Centre
  3. Select Journal
  4. Run the Journal report
  5. Select Customize Report
  6. Select the Filters tab
  7. Under the Transaction Type filter, select Journals from the drop-down menu
  8. Select OK

To know more about how to customize reports in QuickBooks Desktop, check this community article.

 

Regarding the columns modification, I’ve checked on my test account and journal entries show debits and credits by default. Can you provide more details about the "increase/decrease" columns you wish to change? This will help me provide you with the accurate answer. If you wish to get in touch with our QuickBooks Desktop support team, call 1-877-772-9158. The details for support hours and policies are available here: Intuit QuickBooks Desktop software support policies.

 

Let me know if you have any other questions.

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