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Level 1

How do I run a report for 2019 by category?

1 Comment
QuickBooks Team
QuickBooks Team

How do I run a report for 2019 by category?

Let me guide you on how to run a report for 2019 by category in QuickBooks Online (QBO), benb-irp.



We can run Transaction Detail by Account report and customize it by category in the Distribution Account field. 


Here's how:


  1. Click Reports on the left menu.
  2. Enter Transaction Detail by Account in the find report by name.
  3. Tick the Report period drop-down and choose Last Year or Last Year To Date.
  4. Hit the Customize button.
  5. Go to Filter and choose the category in the Distribution Account field.
  6. Press Run report.

report1.PNG report2.PNG report3.PNG

For more details about customizing your reports, just check out this article: Customize reports in QuickBooks Online.


I have a link that provides you insights about running reports:


Keep me in the loop if you need a hand with creating recurring transactions or any QBO related. I'm glad to help. Have a great day ahead.

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