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deborahmitchell-
Level 1

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

I am looking for a report that will show my expense transactions in detail so I can make corrections.
Solved
Best answer March 17, 2021

Best Answers
Catherine_B
QuickBooks Team

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

I can help you run an expense transaction list report, deborahmitchell-.

 

We have multiple reports that you can run if you want to get an overview of your expenses. You can go to the Reports menu and look into the What you owe and Expenses and vendors section. 

 

To run a list, you can use the Transaction List by Vendor report. Let me show you how: 

 

  1. Go to Reports.
  2. Enter in the search field and select Transaction List by Vendor.
  3. In the Report period drop-down, you can select Calendar year or enter the specific date (From and To).
  4. Click Run report to refresh.

I have here articles that you can look into when pulling up report: 

 

Let me know if you need anything else. Take care!

 

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6 Comments 6
Catherine_B
QuickBooks Team

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

I can help you run an expense transaction list report, deborahmitchell-.

 

We have multiple reports that you can run if you want to get an overview of your expenses. You can go to the Reports menu and look into the What you owe and Expenses and vendors section. 

 

To run a list, you can use the Transaction List by Vendor report. Let me show you how: 

 

  1. Go to Reports.
  2. Enter in the search field and select Transaction List by Vendor.
  3. In the Report period drop-down, you can select Calendar year or enter the specific date (From and To).
  4. Click Run report to refresh.

I have here articles that you can look into when pulling up report: 

 

Let me know if you need anything else. Take care!

 

deborahmitchell-
Level 1

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

Thank you.  Just what I needed...I was so confused.  Thanks again for your help.

LeanaO
Level 1

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

why credit card charged not on this report? 

I  have new employee and want to run report at end of the day to see what she did, is it possible in QB?

Thank you

MaryLandT
Moderator

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

Hi and I'm here to help you determine why a credit card charged entry isn't on the report, LeanaO.

 

You can use the Audit log feature in QuickBooks to see what users are adding or changing on your company file. Here's how:

 

  1. You need to sign in as an admin to access the audit log. 
  2. Go to Settings ⚙, then select Audit Log.
  3. Click Filter.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Select Apply.
  6. Click View to see what a user did on your account.
  7. You can then tell if your employee entered the transaction or not.

 

I'm adding this link to learn how to track activities on your company file: Learn what the audit log can do and how to use it to keep an audit trail.

 

If you need to update the access of your employees, here's a guide for you: User roles and access rights in QuickBooks Online. It'll help you manage employees.

 

Let me if there's anything else I can do for your QuickBooks account. Just leave a comment below, and I'll be right here to help manage the access of your employees.

brianshaw-transp
Level 1

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

i have entered all expenses the dont match with vat summary

Archie_B
QuickBooks Team

How do I find a list of transactions that I have entered for a calendar year? What report can I run?

Thank you for participating in this thread, brianshaw-transp.

 

Can you give us a few details and a screenshot of what you're trying to achieve? This will allows us to provide relevant information and precise troubleshooting steps to resolve your issue.

 

I want to make sure I have everything covered, so please click the reply button to provide more information. I'll be here to check on your response. Take care and have a great day.

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