How to View Past Journal Entries in QuickBooks

QuickBooks makes it easy to keep track of your company’s financial transactions by allowing you to record journal entries. These entries are used to record various transactions such as adjusting entries, accruals, and deferrals. Once you have recorded a journal entry in QuickBooks, you may need to view it again in the future for reference or auditing purposes. In this article, we will guide you on how to view past journal Entries in QuickBooks.

Step 1: Access the Journal Entries List

To view past journal entries in QuickBooks, you first need to access the Journal Entries List. Here are the steps to follow:

1. Launch QuickBooks and log in to your account.
2. From the main menu, select “Lists” and then choose “Chart of Accounts”.
3. In the Chart of Accounts window, look for the account named “Journal Entries”.
4. Click on the “Journal Entries” account to open the Journal Entries List.

Step 2: Locate the Journal Entry to View

Once you have accessed the Journal Entries List, you can locate the specific journal entry you want to view. Here are the steps to follow:

1. Look for the journal entry you want to view in the list.
2. You can use the filter options in QuickBooks to narrow down your search if you have a large number of journal entries. You can filter by date range, transaction type, or amount.
3. Once you have located the journal entry you want to view, click on it to open it.

Step 3: View the Journal Entry Details

After you have located the journal entry you want to view, you can then view its details. Here are the steps to follow:

1. Once you have opened the journal entry, you can view its details in the “Journal Entry” window.
2. You can view the date of the entry, the account it was recorded in, the debits and credits, and any memos or notes associated with the entry.
3. You can also edit the journal entry if necessary by clicking on the “Edit” button at the top of the window.

Step 4: Print or Export the Journal Entry

If you need a hard copy of the journal entry for your records or for auditing purposes, you can print or export it. Here are the steps to follow:

1. Click on the “Print” button at the top of the Journal Entry window to print the entry.
2. You can also export the journal entry to a file format such as PDF or Excel by clicking on the “Export” button at the top of the window.

Conclusion Viewing past journal entries in QuickBooks is easy and straightforward. By following the above steps, you can access the Journal Entries List, locate the specific entry you want to view, and view its details. You can also print or export the entry for your records or for auditing purposes.