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Replying to:
JasroV
QuickBooks Team

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Good day to you, @melissa66.

 

I’m happy to tell you that there’s a way to filter a report to show splits by account in QuickBooks Desktop (QBDT).

 

QBDT offers a variety of reports that you can customize to show the data that matters to you and to your business. Allow me to grab this opportunity to help you achieve this. Here's how:

 

  1. From your QBDT software, navigate to the Reports menu.
  2. Select Custom Reports, and click Transaction Detail.
  3. Click the Customize Report button from the top menu of the report.
  4. Go to the Filters tab.
  5. Type in and select Account under the FILTER field.
  6. From the Account drop-down menu, select your preferred account. 3.JPG
  7. Select the Display tab.
  8. From the COLUMNS field, type in and select Split then click OK4.JPG

You can also read this resource for more details about personalizing reports in QBDT: Customize reports in QuickBooks Desktop.

 

It’s also great to save the current settings of your report. That way, you won’t have to go to the customization process again in case you need the same information in the future.

 

Furthermore, I’m attaching this article that you use for future reference. This link can guide you through the steps in reconciling your accounts effectively: Reconcile an account in QuickBooks Desktop

 

Let me know if you have other questions about reports in QBDT. I’ll be more than happy to assist you. Have a great day ahead!

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