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Replying to:
Carneil_C
QuickBooks Team

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We can customize a Journal report to show the information you need, @sunny20. I'll walk you through how to do it in QuickBooks Desktop (QBDT).

 

First, we can pull up a Journal Report to see all transactions made through Journal Entry (JE). From there, let's filter the dates and modify the columns. I'd be glad to show you how:

 

  1. Click the Reports menu, select Reports Center, and search for Journal.
  2. Once the report is open, click the Customize Report from the left part of the report window.
  3. Select the Filters tab and modify the information such as the Name and transaction Date from 01/01/2024 to 12/31/2024.
  4. Tick OK to save the changes.

 

Learn more about personalizing your reports to make them look professional by checking out this guide: Customize reports in QuickBooks Desktop.

 

Moreover, you can open this reference if you’d like to save the report setting for future use: Create, access, and modify memorized reports.

 

The Community is still here to back you up if you need more assistance with Journal entries and modifying your reports in QBDT. Keep safe always.

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