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April 21, 2020
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Hi! Can anyone tell me how to run a report on just transfers that were made between two separate accounts? We use Quickbooks Online. Thank you!

  • April 21, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by MirriamM

Thanks for reaching out to the Community, @tlegleu.

 

In QuickBooks Online (QBO), you can run the Transaction Detail by Account to see the transfer in both accounts. 

 

Here's how:

  1. Click Reports on the left pane.
  2. In the search box, type Transaction Detail by Account.
  3. Set the Report period.
  4. Pick the Customize button in the upper-right.
  5. Scroll-down a bit and click Filter.
  6. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  7. Hit Run report.

To know more about customizing reports, you can check this article: Customize reports in QuickBooks Online.

 

If you have other concerns, let me know. I'll be more than willing to help. Have a great day!

1 reply

MirriamMAnswer
April 21, 2020

Thanks for reaching out to the Community, @tlegleu.

 

In QuickBooks Online (QBO), you can run the Transaction Detail by Account to see the transfer in both accounts. 

 

Here's how:

  1. Click Reports on the left pane.
  2. In the search box, type Transaction Detail by Account.
  3. Set the Report period.
  4. Pick the Customize button in the upper-right.
  5. Scroll-down a bit and click Filter.
  6. Check the box for Account, then click the drop-down list beside it and select the two bank accounts.
  7. Hit Run report.

To know more about customizing reports, you can check this article: Customize reports in QuickBooks Online.

 

If you have other concerns, let me know. I'll be more than willing to help. Have a great day!

tlegleuAuthor
April 22, 2020

This worked! Thank you for your reply!