To customize the report further, you can group or sort the report by any of the displayed columns and click run report to see the changes. Once done, click on the green run report button to run this report. Uncheck the boxes for date prepared and time prepared. In the drop-down option for the Cleared filter, select uncleared and collapse the filter.Įxpand the header section, then change the report title to 'Uncleared Bank Transactions'. To do this, click the customize button at the top right corner of the page to open the customize screen.Ĭhoose the option to show negative numbers in red and in parenthesis.Įxpand the filter option then scroll down to find and click on Cleared. We will customize the bank transaction detail report to only show uncleared bank transactions.
Click on the total bank account line to open a transaction detail report. So we need to see uncleared transactions for all bank accounts. Change the Accounting method to cash basis, then click run report. Then click on it to open the report.Ĭhange the reporting period to All dates. In the standard reports screen, scroll down to find the Balance Sheet or Statement of Financial Position report. To get started, follow the below steps.Ĭlick on the Reports tab, then select Standard Reports. I am using the sample Craig’s Landscaping and Design company in this tutorial.
