How to View Journal Entries in QuickBooks Online?

How to View Journal Entries in QuickBooks Online? We’re here to simplify it. It is crucial to understand what journal entries are, how to find or make them in QuickBooks desktop/ Online, and why they are created. But before we get to the crux of the matter, let’s take a step-by-step approach.

What Are General Journal Entries & How Does It Work for QuickBooks?

A journal entry is used to record a company transaction in accounting records. Every business transaction must be recorded in at least two locations for a journal entry (double entry accounting) to make sense. You may manage your business accounts with the help of the QuickBooks software, which automates some accounting and financial management functions.

Basic QuickBooks online journal entry Format

Account number/name	Debit	Credit
XXX	$xx ,xxx
XXX	$xx ,xxx

To maintain the balance of the accounting equation (Assets = Liabilities + Shareholders’ Equity), the debits and credits for each journal entry must be equal.

We must constantly take into account four aspects when creating journal entries:

1. Which accounts the transaction has an impact on.
2. Find out if the balance is increased or reduced for each account.
3. Calculate the amount of change for each account.
4. Maintain the equation for accounting’s balance.

How to View Journal Entries in QuickBooks Online?

To view journal entries in QuickBooks Online, use the Advanced Search option or access them via the Audit Log. The Advanced Search allows for detailed filtering, while the Audit Log tracks all system events, making it easy to find and review specific journal entries. Follow Step by Step Guide Listed Below:

1. Securely log in to your QuickBooks Online account.
2. Select the appropriate company file from your list of available companies.
3. From the dashboard, navigate to the Reports section.
4. In the ‘Standard’ tab, scroll down to the ‘For my accountant’ section.
5. Click on the Journal report option.
6. Set the date range for the journal entries you’d like to view.
7. This will allow you to open and view a detailed list of your journal entries for the selected period.

How to View Journal Entries in QuickBooks Online via Audit Log?

The option to view journal entries in QuickBooks Online is available via Audit Log:

1. To access the Transaction Journal, select Audit Log from the Tools section by clicking on the gear-shaped Settings icon in the header.
2. You may view every event in the system in the Audit Log. To display transactions, pick Transactions from the Show Only These Events radio option by clicking on the Filter drop-down menu.
3. The newly added bill will appear in the table when you click the apply button. There is a link to the transaction in the table’s History column.
4. Finally, with the click on view link, a complete transaction view will display.

How to View the Journal Entries in QuickBooks Online via the Advanced Search Option?

QuickBooks offers the Advance Search option to view the journal entries in QuickBooks Online via Advance Search:

1. Firstly, press the specific Magnifying Glass icon in QuickBooks Online.
2. Next, click the Advance Search link.
3. You may now search for the Journal Entries using the specific drop-down arrow.
4. If you like, you may omit the Filter option.
5. Then, use the specific Date Filter if you’re looking for older entries. You will be able to see the particular findings shortly as a consequence.
6. Finally, choose the Journal Entry option from the Type column.

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how to see journal entries in quickBooks online?

You can run Journal reports to see your saved journal entries in QuickBooks Online, follow further simple steps below:

1. Log in to QuickBooks Online.
2. From the left-hand menu, click on the ‘Reports’ section.
3. Scroll to the ‘For my accountant’ category and select ‘Journal.
4. Use the available search and filter options to refine your view. You can filter by date, amount, or account to find specific journal entries.
5. Once customized, the report will display all the relevant journal entries.

This process ensures you can easily locate and see any saved journal entries in QuickBooks Online.

How to View Journal Entries in QuickBooks Desktop?

To view journal entries in QuickBooks Desktop, go to the Reports menu and select “All Journal Entries.” For older entries, use the Journal Entry option under “Create,” then click the counterclockwise arrow and “View More” to access and filter past entries. Follow step by step Instructions below:

How to View General Journal Entries in QuickBooks Desktop via a Report Menu?

All of your journal entries are saved in your account by QuickBooks. The simplest method is to go to the Reports menu and choose All Journal Entries. You may access the relevant journal entries from this point.

1. Go to the left side and click on Reports to start.
2. Then, you must look for the journal in the relevant search box.
3. Press the drop-down menu labeled “Month-to-date” below the specific report period. 
4. Select Custom.
5. Edit the date range to include the start and end dates for the period you want to view the journal entries.
6. To update the specified report, click anywhere on the relevant page. 
7. You may do this to view QuickBooks Desktop’s journal entries.

How to view the Old Journal Entries in QuickBooks Desktop Applications?

You might need to verify the old QuickBooks journal entries if you find an issue during account reconciliation.

1. Firstly, click on the Create button in the upper right corner.
2. Then, press Journal Entry.
3. You must now choose the symbol with the counterclockwise arrow. The top-left corner will have this arrow there.
4. Then click View More.
5. Finally, you will be able to see see all journal entries in QuickBooks online. In addition, you may filter them if you need specific data.

How to Find/View List Of journal entries in quickBooks online?

To view list of journal entries in QuickBooks Online, follow these simple steps:

1. Go to the Reports section from the left panel.
2. Find and click on the Journal report.
3. In the report window, Click Customize to filter specific journal entries.
4. Set the Date range to include past entries Report period.
5. From the Filter dropdown, check Transaction Type and select Journal Entry.
6. Click Run Report to view all journal entries, along with any notes in the MEMO/DESCRIPTION column.

Once the report is generated, you can easily see a list of your journal entries in one place for better financial management.

The Bottom Line

In QuickBooks, the journal entry plays a significant role. This makes it easier for you to record many transactions and upload them straight to the general ledger. If you wish to access a journal entry after generating or removing it, use the following methods. 

The use of the Advanced Search, Audit Log, and Reports menus to view journal entries in QuickBooks Online and QuickBooks Desktop has been covered in this blog. You should now be able to comprehend the specifics, in case of any doubts feel free to connect with Accounting and Bookkeeping experts.

FAQs

Q 1. Where Are Journal Entries Stored in QuickBooks Online?

Ans. If you’re looking for “where to find journal entries in QuickBooks Online?” follow these steps:

1. Firstly, select the Create option (+) in the upper right corner.
2. Then, choose Journal Entry.
3. Select the symbol in the upper left corner with the counterclockwise arrow.
4. Then, select More View.
5. Finally, you may see Journal entries here and use the filters to find the data you need.

Q 2. What Would a journal Entry Look Like?

Ans. Every journal entry in the general ledger comprises the date, the amount, the account numbers of the impacted accounts, and the description of the transaction. A reference number, such as a check number, and a brief description of the transaction may also be included in the journal entry.

Q 3. How to View Adjusting Journal Entries in QuickBooks Online?

Ans. To view adjusting journal entries in QuickBooks Online:

1. Open QuickBooks Online.
2. Go to ‘Reports’ on the dashboard.
3.  In the search bar, type “Journal Entries.”
4. Use filters to narrow down to adjusting journal entries.
5. Click on entries to view adjusting details.

Q 4. How to Find All Old Journal Entries in QuickBooks Online?

Ans. To find All old journal entries in QuickBooks Online:

1. Log in to QuickBooks Online.
2. Go to ‘Reports’ on the dashboard.
3. In the search bar, type “Journal Entries.”
4. Apply date filters to locate All old journal entries.
5. Click on entries to view details.

Q 5. how to see past journal entries in QuickBooks online?

Run Journal reports to see your past or previous journal entries in QB Online. Before that, let’s ensure to filter the dates to include the past entries. Here’s how:

1. Go to the left dashboard and select Reports.
2. Search for Journal report.
3. Run the report for the desired period.
4. Click the Customize button and filter by Transaction Type to Journal Entry.
5. This will display the past/previous journal entries for the selected period.

how to view all journal entries in QuickBooks desktop?

To view all journal entries in QuickBooks Desktop:

1. Go to the Menu Bar and select Company.
2. Choose Make General Journal Entries.

This will give you access to all your journal entries, where you can view, edit, or add new transactions easily.