How do I add a debit and credit column to my reports in Quickbooks online?
You need to customize your reports to display these columns.
You can choose from two different methods to customize your reports.
Method 1:
For this example I will be using the General Ledger report.
1. Run your report.
2. You will notice the default is the single Amount column.
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3. To customize this report, click on the gear icon of the report.
4. A list of columns will now be displayed.
5. Click in the check box to the left of Debit and Credit.
6. Click anywhere in report to close window.
7. QBO will add the new columns at the end the report.
8. If you don’t want a particular column displaying in report – uncheck.
Reorder Columns
1. Click on the gear icon of the report.
2. Click on Reorder columns if you want to move the columns around.
3. Click to the left of the column you want to move. Make sure the mouse changes to a four head arrow.
4. Drag column(s) to change the order.
5. Click on Run Report.
4. Click on Save Customization (top right of screen) to save custom report.
Method 2:
1. Run your report.
2. Top right – click on Customize.
3. Customize Report window opens.
4. Click on the black arrow to the left of Rows/Columns. This will expand the Select and reorder columns. If columns do not expand click on Change columns.
5. Scroll down the list and click in the blank check box to the left of Debit and Credit.
6. Clicking on the list below removes the selected column from the list and automatically adds the new column to the list above with a green check mark.
7. If you don’t want a particular column displaying in report – uncheck.
8. Click to the left of column you want to reorder. Make sure the mouse changes to a four head arrow.
9. Drag column(s) to change the order.
10. Click Run Report.
11. Click on Save Customization (top right of screen) to save custom report.
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