Easy Tech TutsHow to Get a General Ledger Report in QuickBooks, Run & Get Easily 2026
By Impran M N
The General Ledger report gives you a chronological record of every transaction in your books, which is essential for tax prep and audits. This guide shows you how to run the report, adjust its date range and columns, and save your setup for next time.
01Open the Reports section
From the left-hand sidebar, click Reports to access the full reporting library.
02Search for General Ledger
Type 'General Ledger' into the 'Find report by name' search bar and select it from the dropdown.
03Set your date range and accounting method
Use the customization toolbar to define your financial period, then toggle between Cash and Accrual as needed.
04Run the report
Click Run Report to generate a complete multi-column ledger of your transactions.
05Customize columns and filters
Click Customize to open advanced filters and check or uncheck fields like Memo or Transaction Type to control what's displayed.
06Save your custom view
Click Save Customization to create a shortcut for this report configuration so you can access it quickly during future audits.
Frequently asked questions
What does a General Ledger report show?
It shows a complete chronological list of all your business transactions, including opening balances, net changes, and ending balances.
Can I filter the report by a specific account or vendor?
Yes, the Customize panel lets you apply deep filters to isolate individual accounts, vendors, or transaction types.
How do I keep this report handy for future use?
After customizing it, click Save Customization to create a dashboard shortcut you can access again without rebuilding the filters.
Should I use cash or accrual for this report?
It depends on your reporting guidelines or what your accountant needs, and QuickBooks lets you toggle between both before running the report.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
