Ask the Accountant…
Question: How do I see a list of entries in QuickBooks?
Answer: You didn’t say which QuickBooks you use, but these reports are available in both QB Desktop (Pro, Premier, and Enterprise) and QuickBooks Online (QBO).
In QBO, go to “Reports” (on left side of screen), select the “Standard” Tab, scroll down to the report group called “For my accountant.” In the list there will be “Transaction Detail by Account” and “Transaction List by Date”.
In QB Desktop, go to “Reports” (at top of screen) > “Accountant & Taxes.” In this list of choices will be “Transaction Detail by Account” and “Transaction List by Date.”
In either program, select the date ranges you want, and you will find your list of entries.
Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor of 23 years. She advises ad specialty distributors about using QuickBooks Premier & Enterprise, and SAGE Online to save time, eliminate errors, and correctly account for your business. Her specialty is converting distributors from ProfitMaker, SmartBooks, OrderMaster, AIA, and other accounting systems.
[email protected] www.AccountingSupportLLC.com
Please email accounting questions you would like considered for the column to [email protected] with the subject line of “Ask the Accountant”.
