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Trying to create a monthly report that shows total transactions for m/c, visa, debit, and gst for each month? i can get one that lists each trans. but no monthly totals?

 
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QuickBooks Team

Trying to create a monthly report that shows total transactions for m/c, visa, debit, and gst for each month? i can get one that lists each trans. but no monthly totals?

Hi there, 

 

QuickBooks Online comes stocked with tons of awesome reports you can use to review your business health. Keeping track of your credit card transactions is a great way to find out how your customers are paying for the goods and services you provide. I'll explain the options. 

 

The best report to use for this is the Transaction List by Customer Report. This report will show you all the transactions associated with each customer, and you're able to customize it to include a column specifying the payment method. I'll explain the steps to product this report below. 

 

1. Click Reports on the left menu. 

2. Select the Transaction List by Customer Report. 

3. Choose the date-range. 

4. Click the small gear-icon on the right-hand side of the report. 

5. Click Show More

6. Check off the box next to Payment Method

 

If you'd like to save this customization for future use, click Save Customization at the top of the page. 


If you have any other questions, please reach out to our tech support team for further assistance. 

 

Cheers.