Three QuickBooks Reports to Track Transactions, Accounts, and Fixed Assets

October 3, 2023

When setting up your QuickBooks file for real estate, property management, or any industry, you may want to check your entered transactions to confirm that your file is up-to-date. QuickBooks features a few reports that give you information on transactions entered, accounts, and fixed assets.

The Transaction List by Date report lists all transactions chronologically that occurred within a specified period of time. Double-click any of the transactions to open it for details.

The Account Listing report lists account information such as the account type, balance, and tax code line. Make sure you have added all of the necessary accounts for your business.

The Fixed Asset Listing report lists all of your fixed assets, the dates that they were purchased, purchase descriptions, and costs. Double-click the entries to view additional details.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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