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Put in a refund and an interest transaction. Shows in list of transaction but does not carry over to the report, report does not include these transactions?

 
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QuickBooks Team

Re: Put in a refund and an interest transaction. Shows in list of transaction but does not carry ...

Hi Joyce285,

 

Thank you for posting here in QuickBooks Community, and let me help you find the report you need!

 

Before we get started, what report did you try to pull up? Basing from your post, it appears to me that the Sales by Customer Type Detail is what you're looking for. It will give you a summary of your sales transactions similar to your Sales Transactions List.

 

Here are the steps on how you can pull this report:

  1. Click on the Reports tab.
  2. In the search bar, type Sales by Customer Type Detail.
  3. Press Enter.

 

Also, you have the option to customize this report depending on the data you want to have. Feel free to check this article for more details: How to customize reports

 

Please don't hesitate to comment or post again if you have any other questions. We're here to help!