View drawings taken out of the business

This article explains how to view a breakdown of bank transactions that have been explained as ‘Drawings’ during a specific time period.

Navigate to the ‘Accounting’ tab at the top of the screen and select ‘Reports’ from the drop-down menu.

Reports option highlighted in drop-down menu under Accounting tab.

Select ‘Show Transactions’ from the ‘Detailed’ section.

Show transactions highlighted within Detailed section of Reports page.

Select ‘901 - [X] Capital Account: [X]’and then the relevant time period from the drop-down menus.

Account type and Date range options highlighted.

Transactions paid out of the business to a sole trader or partner will be displayed as debit entries in the capital account.

Show transaction report with debit and credit columns.

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