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contact14
Level 1
posted
‎May 29, 2019 07:46 PM
last updated ‎May 29, 2019 2:46 AM

I don't have the transaction detail by account report as an option. Only transaction detail by GST code. Does anyone know how to get the detailed report?

 
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4 Comments 4
JessT
Moderator
Moderator
‎May 29, 2019 09:01 PM

I don't have the transaction detail by account report as an option. Only transaction detail by GST code. Does anyone know how to get the detailed report?

Hello contact14!

 

The Transaction Detail by Account report is available in the Essentials and the Plus plan. It seems like you're using the Simple Start plan that's why you don't see it.

 

You can check the report comparison article to know what reports are available on the version you use.

 

If you'd like to upgrade, you can follow these steps:

  1. Click on the Gear icon.
  2. Choose Accounts and Settings.
  3. Click on Billing & Subscription.
  4. Click the Upgrade plan option. The next page will show you the features of each plan.

You can always go back to this thread if you have more questions.

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contact14
Level 1
‎May 29, 2019 09:06 PM

I don't have the transaction detail by account report as an option. Only transaction detail by GST code. Does anyone know how to get the detailed report?

This is for one of my clients on my Accountant profile as I am reviewing their information. Do they have to sign up to a better plan so that I can access that report? Surely as an accountant profile I should be able to access that report - it's pretty core to what we do!?

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contact14
Level 1
‎May 29, 2019 09:08 PM

I don't have the transaction detail by account report as an option. Only transaction detail by GST code. Does anyone know how to get the detailed report?

Also, I have Essentials for my own subscription to quickbooks. 

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Anonymous
Not applicable
‎May 29, 2019 10:02 PM

I don't have the transaction detail by account report as an option. Only transaction detail by GST code. Does anyone know how to get the detailed report?

Hello, contact14.

 

The reports that you’re able to open are based on your QuickBooks version. You won’t be able to open the transaction detail by account report if your client's subscription is Simple Start. This is because it is still their account (Simple Start version) that you’re accessing even if you’re using your accountant’s profile. You might want to ask your client to upgrade their subscription or instead run the Transaction List by Date report. 

 

Stay in touch if you have other questions about QuickBooks. 

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