Welcome to the Community space, houstonwb. I'll provide details to help you show splits in your General Ledger report and fix the beginning balance inside QuickBooks Online (QBO). When running the general ledger data, you'll want to select or enable the Split column inside the report. Doing this allows you to add another detail to your financial report. I'll outline the steps to get you going:Access your QuickBooks Online company.On the left navigational bar, click the Reports tab.In the Search bar, enter General Ledger and then click on the report.Click the Customize button and then inside the Rows/Columns, tick the box beside Split.Once done, click the Run report button. Also, we recommend checking this handy article for more details on how to fix beginning balance inside QBO: Fix issues for accounts you've reconciled in the past in QuickBooks Online. Moreover, here are some articles to help you keep your current report settings for future use: Memorize reports in QuickBooks Online. Our team encourages you to visit anytime or comment below if you have other questions about adding more details to your report or need assistance fixing a beginning balance inside QuickBooks. Keep safe.

Question

How do show splits in a General Ledger report? Our beginning balance is off.

Forum|Forum|1 year ago
September 10, 2024
1 reply
25 views

No text available

QuickBooks Online

K

Kurt_M

QuickBooks Team

Welcome to the Community space, houstonwb. I'll provide details to help you show splits in your General Ledger report and fix the beginning balance inside QuickBooks Online (QBO).

When running the general ledger data, you'll want to select or enable the Split column inside the report. Doing this allows you to add another detail to your financial report. I'll outline the steps to get you going:

Access your QuickBooks Online company.
On the left navigational bar, click the Reports tab.
In the Search bar, enter General Ledger and then click on the report.
Click the Customize button and then inside the Rows/Columns, tick the box beside Split.
Once done, click the Run report button.

Also, we recommend checking this handy article for more details on how to fix beginning balance inside QBO: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Moreover, here are some articles to help you keep your current report settings for future use: Memorize reports in QuickBooks Online.

Our team encourages you to visit anytime or comment below if you have other questions about adding more details to your report or need assistance fixing a beginning balance inside QuickBooks. Keep safe.

H

houstonwb-elsworAuthor

How can you see the each line of the split detail in the General Ledger report?

Which date applies to what? There is a date in the general ledger and dates for each line of splits.

R

Rasa-LilaM

QuickBooks Team

We'll have to run the Transaction List with Splits report to see the details of the split transactions along with their dates, houstonwb. I'm here to assist you in completing this task smoothly.

To start, let's open your QuickBooks Online (QBO) company and navigate to the Reports Center to access the report. Here's how:

Navigate to the Reports menu on the left panel and enter Transaction List with Splits in the Find report by name field.
On the reports screen, click the Report period drop-down and set the correct date range.

You can also customize the report to show specific details or tailor its layout. In addition, the date in the General Ledger applies to the entire transaction. While the dates for each line of splits refer to the individual dates of the split transactions.

Feel free to use the solutions found in these links to retain the current customization settings for your statements, and to change the the reporting basis:

Feel free to visit the Community again if you have any further questions or concerns regarding managing your reports and other accounting tasks. We'll get back to you and provide the guidance you need.

Sign up

Login with SSO

Let's get you signed in

Login with SSO