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Understanding the General Ledger Report

General Ledger is a single-account ledger view showing the starting balance, journal-entry activity, running balance, and ending balance for an account, using…

Steps

  1. Go to Reports, then click View report under General Ledger (in the Detailed reporting section).
  2. Use the Account field to search for and select a single account, or leave it set to All Accounts.
  3. Choose a Date Range and, if you want, filter to a specific Contact using the Contact dropdown (default is All Contacts).
  4. Choose a Report Type - Accrual (Paid & Unpaid), Real Time, or Cash Basis.
  5. Click Update Report to load the ledger.

Good to Know

Related Articles

  • Understanding the Trial Balance Report
  • Understanding the Account Balances Report

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