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abdomunla
Level 1

Hi can i get report for trial balance by total transactions for each account ? not balance i need to see total transactions for each account either debit or credit thx

 
1 Comment 1
JessT
Moderator

Hi can i get report for trial balance by total transactions for each account ? not balance i need to see total transactions for each account either debit or credit thx

Let's get the report you need, abdomunla!

 

We can pull up the Transaction Detail by Account report and add the Debit and Credit columns to it. Then, you can export it to Excel to remove other columns that you don't need.

  1. Go to Reports.
  2. Search for Transaction Details by Account and click the result.
  3. Click the small Gear icon and Show more.
  4. tick the Debit and Credit checkboxes.
    gear icon.JPG
  5. Click Run Report.

See also about customising reports in QuickBooks Online.

 

You can always go back to this thread if you need anything else.