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How can I view my general ledger in ZipBooks?

A general ledger is a record of each transaction that is included in your financial statements. Transactions are sorted into groups like cash, accounts receivable, and sales.

Here’s how to view your general ledger:

  1. Log in to ZipBooks and click on Reports at the top of the screen.
  2. Click on General Ledger in the menu on the left.
  3. Narrow your results by putting in a Start Date and End Date
  4. To see only certain transactions, add Tags in the field at the top.
  5. In the Details field, choose whether you want a Simple or Detailed ledger. 
  6. Click the blue Generate button.

That’s it! You’ll see each transaction that falls within the parameters you set.

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