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userinfo110
Level 1

Does anyone know how to run an annual statement showing how much revenue was generated by credit card only? Running QB online.

 
1 Comment 1
GlinetteC
Moderator

Does anyone know how to run an annual statement showing how much revenue was generated by credit card only? Running QB online.

Absolutely, userinfo110. I'm here to guide you through running a report that displays the revenue generated from credit card transactions over the past year.

 

In QuickBooks Online, you can access the Transaction Detail by Account report, and customize and apply filters to tailor this report specifically to the data you need. 

 

Here's how to accomplish it:

 

  1. Navigate the Reports tab.
  2. Type in Transaction Detail by Account and click on it.
  3. Click on Switch to classic view for more familiar navigation.
  4. Set the Report period to 'Fiscal year' and then click on Customize.
  5. Select Filter to refine the data.
  6. Within the Distribution Account dropdown, choose All income accounts.
  7. In the Payment Method dropdown, select Credit Card.
  8. Click Run report.

 I encourage you to explore the customized reports feature in QBO that allows you to tailor your reports precisely to your needs. Then, save its current customization for future use.

 

Additionally, were you aware that you can book a complimentary consultation with our QuickBooks Live Expert Assisted? They are here to help you get more comfortable with QuickBooks Online and answer any questions.

 

If you require additional help accessing or understanding these reports, please don't hesitate to post again. I'd be happy to assist you.

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