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June 6, 2021
Question

Need to see a report with all posted for two months in Quickbooks. Visa, US balanced but canadian is not. How do I get this report please

  • June 6, 2021
  • 1 reply
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1 reply

June 7, 2021

Hello Brenda,  

 

Welcome back to the Community. I hope all is going well on your end. QuickBooks Online offers a variety of reports that allow you to bring your transactions into focus. The program makes it simple to run reports and I'll be happy to point you in the right direction.

 

Based on what you've described, I recommend running a Transaction Detail by Account report. This report shows the transactions and total for each account in your chart of accounts. Here's how to run it:

  1. Sign in to your QuickBooks Online account.
  2. From the left menu, choose Reports.
  3. In the Find report by name field, type and then select Transaction Detail by Account report. 
  4. Choose the correct date under the Report period dropdown menu.
  5. Once done, select Run report.

 

I encourage you to try this and if you need help with customizing your reports, check out this article here. Give this a try and let me know how you make out. I'll be here in case you have other questions. Otherwise, I wish you a great rest of the week. :)