report on an "Account"

Posted by kimer in NH on September 24, 2007, 1:54 pm

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This seems like it would be easy, but I'm an amateur and the books I'm
working with have changed data entry methods about 2 months ago...

How I can run a report (with total $ figure on the bottom) on *any
transaction* (check, bill, credit card charge, bill payment...) for a
particular "Account"? Not a "Job", but "Account" ?

The reason I want to have the report list more than "bill payments" is
because earlier on, "Bills" were not entered in QB, just checks were
written to pay invoices as they came in. So is there a way I can also
cross reference the newer "bill payments" to checks being paid? (so I
manually don't have to go in and cross off Checks that show up in the
report, when those amounts are already listed as "Bill Payments")

Thanks....

Kim

Posted by Allan Martin on September 24, 2007, 3:46 pm

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> This seems like it would be easy, but I'm an amateur and the books I'm

> working with have changed data entry methods about 2 months ago...

> How I can run a report (with total $ figure on the bottom) on *any

> transaction* (check, bill, credit card charge, bill payment...) for a

> particular "Account"? Not a "Job", but "Account" ?

> The reason I want to have the report list more than "bill payments" is

> because earlier on, "Bills" were not entered in QB, just checks were

> written to pay invoices as they came in. So is there a way I can also

> cross reference the newer "bill payments" to checks being paid? (so I

> manually don't have to go in and cross off Checks that show up in the

> report, when those amounts are already listed as "Bill Payments")

> Thanks....

You can modify the General Ledger Report to show all transactions for any
single or multiple accounts between any two dates.

> Kim