Report listing all credit card items purchased in a period

Forum|Forum|4 years ago
May 15, 2022
1 reply
25 views

Hi - have made purchases of various items on a couple of credit cards over the years and now want to create a report which lists all those purchases (i.e. for a tranaction on 1.1.2022 with e.g. a drill and a hammer being purchased it would list each item and the amount I paid for each plus the memo entry next to the item (where I put the brand and model).

So far can only work out how to print out a list of credit cards showing total spent in the tranaction - but this doesn't show the various items bought during that transaction.

The reason is so that I have an inventory of all items bought saved in an Excel spreadsheet.

Thanks in advance.

QuickBooks Desktop

Archie_B

Level 6

Welcome to the Community, JoUser.

I'm here to give you an idea on which report you can use to pull up those transactions.

In pulling up credit card purchases for specific period, we can run a standard Transaction detail by Date report and filter the credit card accounts and transaction types.

Like this:

Go to Reports.
Search and select Transaction detail by Date report.
Modify the date.
Click on Customize button.
Under Filter option, select Credit Card Expense, and Bill Payment (credit card) for Transaction Type and select the Accounts.
Once done, click on Run report.

I'm adding this article to guide you in personalizing reports: Customize reports in QuickBooks Online.

You can also check out this link for common custom reports in QuickBooks Online.

Don't hesitate to add some follow-up questions about reports in QuickBooks Online. I'll be here to check on your response. Have a wonderful weekend!

JoUserAuthor

Hi - thanks for responding so promptly.

As mentioned however I am using QB Desktop which does not have this particular route - so I used [Reports, Custom Reports, Transaction Detail] in case that helps anyone else with Desktop.

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