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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
RenjolynC
QuickBooks Team

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Hello, jacobs1779.

 

I'd like to share a report that includes the information you're looking for.

 

You can run the Transaction Detail by Account and customize the columns by following these steps:

 

  1. Go to Reports on the left panel.
  2. Type Transaction Detail by Account in the search field.
  3. Select the Report period and click the Customize button.
  4. In the Rows/Columns section, remove the columns you don't want to include by un-checking their boxes.
  5. Put a check mark on the Account, Open Balance, Debit, Credit, and Balance boxes.
  6. Hit Run report.

I've got this sample screenshot for a visual reference:

 

 

 

To learn more about the different reports you can run in QuickBooks Online and how you can customize them, please check out these articles:

 

If you need more help regarding the report I've shared above, please feel free to get back to me by leaving a reply below. I'll be around to help you out again. Keep safe!

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