Trying to use "Transaction Detail by Account" Report to gen list of xctns ovr given date range for my Invntry Asset accnt. Hwvr, report always rtns no data. Suggestions?

Thank you for reaching out to us here on the Community page, @New2Online.

I'm happy to help you today so you'll be able to run a report that shows the breakdown of your inventory purchases per customer.

At this time, you can open the Transaction List by Customer report to get the information you need. Just filter the transaction type you want to display on the report as well as the customer names, and the report's date range.

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to Reports at the left pane, then type in Transaction List by Customer on the search field.
3. Click on the report to open it.
4. Tap on the Customize button beside Save customization.
5. Under the Report period section, select the date you want to display on the report.
6. Scroll down to the Filter section.
7. Select the transactions you want to show by clicking on the drop-down arrow beside Transaction Type.
8. Choose the customer/s you want to include.
9. Hit Run report to refresh the page.

Once completed, you can now see the transactions/purchases recorded per customer.

On the other hand, when opening reports in QBO (Transaction Detail by Account) be sure to choose the correct Report period and try switching the accounting method from cash to accrual to get the information you need.

For additional reference about running and customizing reports in QBO, check out this article.

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

Hi Angelyn_T. Thank you for your message.  I tried using the Transaction List by Customer report per your suggestion but it did not work.  Let me explain by an example.  I know I purchased Inventory parts in April that will be used on a job for customer "XYZ".  On the QBO PO I noted customer "XYZ" in the Customer/Project field, which automatically carries through to the associated Bill and the Payment.  The parts were received, billed, and paid for in April.  However, when I run the Transaction List by Customer report for April, with "XYZ" selected for the customer, and selecting "All" for the Transaction Type, the report comes back empty.  

It appears to me that the report is only working in the domain of income related transactions - invoices, payments, etc and not cost related - POs, bills, credit card payments, etc and that's why its not finding anything when you ask it to list any material purchases made for a customer.

BTW, I did find a way to get to the information I needed by going to the Chart of Accounts, selecting my Inventory account, then choosing "Run Report" from the dropdown.  I can then customize that report to get the info I need.  FYI, I tried the Transaction List by Customer report first thing, before I even submitted my question to the forum, as it seemed like the most logical choice.  And it's very possible that I may still doing something wrong and that's why I can't get it to provide the info I'm looking for.  If that is the case, please set me straight on what I need to do to make it work.  Either way, thank you for replying to my post.