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October 22, 2020
Question

Can I view the funds transfer log

  • October 22, 2020
  • 1 reply
  • 1 view
How do I view the Transfers log

1 reply

Level 9
October 22, 2020

Yes, we have reports that can give you the list of transfer funds you've recorded in QuickBooks, bgcnslt.

 

You can run the Transaction Detail by Account report and filter it to only show Transfer type of transactions.

 

I'll show you how:

 

  1. Go to the Reports menu and enter in the search field Transaction Detail by Account.
  2. Click the Customize button at the upper-right. 
  3. Set the Report period and Rows/Columns (Created by, Account).
  4. Under the Filter option, check the Transaction Type box.
  5. In the drop-down, select Transfer.
  6. Once done, click Run report.

For more details on how to customize ad manage your reports, you can check out this reference: Customize reports in QuickBooks Online.

 

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