How do I run a General Ledger detail report in QuickBooks?

How do I run a General Ledger detail report in QuickBooks?

General Ledger detail report for a range of accounts (or for all subaccounts of a parent account)

  1. Go to the Reports menu.
  2. On the search bar, type Transaction Detail by Account.
  3. Click the Customize button.
  4. Select the Filter drop-down arrow, and then choose the transactions you want to show in the report.
  5. Hit Run report.

How do I run a job report in QuickBooks?

Go to the Reports menu. Select List and then Customer Contact List. Select Customize Report. On the Display tab, select to add the Job status, Estimate Total, Start Date, and Projected End columns.

How do I use QuickBooks for job tracking?

Learn how to add, edit and delete items in QuickBooks Desktop.

  1. Step 1: Set up a Customer:Job for each of your jobs.
  2. Step 2: Assign all your expenses to jobs.
  3. Step 3: Enter your estimates in QuickBooks Desktop.
  4. Step 4: Create appropriate invoices.

What is a detailed General Ledger in QuickBooks?

General Ledger is a principal book that records all the accounts of your company. It is one of the important books of accounts for your business. Furthermore, all the accounting entries are transferred from the Journal to the Ledger. This means you first need to record a business transaction in your Journal.

How do I change the layout of a report in QuickBooks?

To set your preferences for reports:

  1. From the QuickBooks Edit menu, select Preferences.
  2. On the left pane, select Reports & Graphs then go to My Preferences or Company Preferences tab. My Preferences. This tab allows you to set the way QuickBooks works for you.
  3. Select OK to save preferences you set.

How do I track job expenses in QuickBooks?

Track expenses by job

  1. Select Lists, then Payroll Item List.
  2. Right-click the Payroll Item, then select Edit Payroll Item.
  3. Select Track Expenses by Job. (It’s important to follow the above steps to set up job costing preferences.
  4. Select Next until you can select Finish.
  5. Repeat for each payroll item that you want to track.

Why would you use the jobs feature in QuickBooks?

If your business revolves around projects, you can create a job in QuickBooks for each project you do for a customer. To QuickBooks, a job is a record of a real-life project that you agreed (or perhaps begged) to perform for a customer—remodeling a kitchen, designing an ad campaign, or whatever.

What are the different types of general ledger accounts?

The different types of general ledger account

  • Accounts receivable: money owed to your business—an asset account.
  • Accounts payable: money your business owes—an expense account.
  • Cash: liquid assets your company owns, including owners’ equity—an equity account.