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R
RR37
February 4, 2023
Question

How do I create a report that is categorized by transaction type?

  • February 4, 2023
  • 4 replies
  • 33 views

I used to be able to generate a report called Transaction Lists by Account where I could categorize transactions by their type (i.e. equipment, bank charges, licensing fees, etc.). That report name is no longer available. How do I create it now?

4 replies

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
February 4, 2023

Let me elaborate on some information about the report that you're looking for, RR37.

 

In QuickBooks Online (QBO), we can run the Transaction Detail by Account report which will show the list of accounts where you can categorize transactions. This report also shows the information about a transaction that can be reviewed from multiple reports like transaction summaries or reconciliation reports. You'll want to run this report instead. I've added a screenshot for your visual guide:

 

 

Furthermore, learn from this article how to run reports for specific accounts from your chart of accounts: Run Reports In QuickBooks Online.

 

Please get back to us if you have any other concerns about the reports. We'd be glad to help.

R
RR37Author
February 7, 2023

Thank you for your response. Why is it that I can't find that particular report name in my QBO? I am able to go through Settings, account reports, etc. However, when I just try to return the Transaction Detail report, it is not available.

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