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alisonpower
Level 1

I use the Purchases by Product/Service Detail report to manage/report purchases. Bank transactions that are not related to purchases should not be. How do I turn it off?

I rarely add transactions directly from my bank feed. I use the Purchases by Product/Service Detail report to manage/report purchases. Having the report include bank transactions that are not related to purchases makes the report no longer meaningful. Is there a way to turn this off? Alison

1 Comment 1
ArnoldJohn_C
QuickBooks Team

I use the Purchases by Product/Service Detail report to manage/report purchases. Bank transactions that are not related to purchases should not be. How do I turn it off?

Hello, @alisonpower. The Purchases by Product/Service Detail report behaves this way because it tracks account activity rather than just purchases. Since each Product or Service is linked to specific accounts, the system pulls in every transaction that interacts with those specific accounts to ensure your report totals match your actual books.
 

You can easily turn this off or remove unwanted transactions by filtering them out in the report customization settings. Simply go to the Filter Tab, select Transaction type as a filter, and check only the transaction types that you’d like to appear, so you will only keep the ones you actually need.

 

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Once you have finished setting up the filters, your report will display only the transaction types you selected, making it easier to focus on the information you need.


As you continue working with reports in the future, this article may be useful: Customize reports in QuickBooks.
 

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