cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
lisawickens-busi
Level 1

Hi all I am new to quickbooks please advise which is the best report that shows transactions listed under category headings for a custom period?

 
1 REPLY 1
Kurt_M
QuickBooks Team

Hi all I am new to quickbooks please advise which is the best report that shows transactions listed under category headings for a custom period?

We're delighted to have you here today, Lisa.

 

Before anything else, we'd like to welcome you here in the Community and thank you for using QuickBooks Online (QBO). Inside the program, you can run the Transaction Detail by Account report and modify it to show data that you need for your business. It'll be our pleasure for you to write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, enter Transaction Detail by Account.
  4. Choose your preferred reporting period, and then click the Customise button.
  5. Go to the Filter section and choose the data you want to include in your report.
  6. Once done, click the Run report button.

 

For more information, you can visit this page: Customise reports in QuickBooks Online.

 

In addition, we've added these handy articles to help you keep your current transaction and export data outside the program:

 

 

Lisa, we'll be happy to have you here again if you have additional questions or tasks you'd like to accomplish inside the program. Feel free to visit us anytime so we can help you again. Take care, and have a good one!

Need to get in touch?

Contact us