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maria-mittal-nhs
Level 1

How can I run a simple balance report that splits into categories and shows each transaction within the category?

 
1 REPLY 1
Jelayca V
QuickBooks Team

How can I run a simple balance report that splits into categories and shows each transaction within the category?

Thank you for reaching out to us, Maria. Let me guide you on how to do that.

 

You can run the Transaction Detail by Account report to view the categories of your transactions. This report shows all types of transactions you've made to a specific account. To run this report, here's how: 

 

  1. Go to Reports and in the Find report by name field, search for "report name". Then, select the report.
  2. Select the Report period dropdown. Select the correct date range.
  3. Under the Rows/columns section, select in the dropdown arrow how you want it to be Group by
  4. Hit Run report.

 

To learn more about categories in QuickBooks Online (QBO), you can visit this article: Group products and services into different categories in QuickBooks Online

 

In addition, you can check out this material to learn how to see your best sellers, what’s on hand, the cost of goods, and more in QBO: Use reports to see your sales and inventory status

 

Don't hesitate to reach out to us if you have further questions about reports and categories in QBO. The Community is always available to help. Best regards. 

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