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christopherwelch
Level 1

Where is the transaction report?

 
1 Comment 1
ReyJohn_D
Moderator

Where is the transaction report?

I'm glad to have you here in the Community, @christopherwelch.

 

Currently, we're unable to run the Transaction report in QuickBooks Self-Employed (QBSE). The available reports that we can pull up are Profit and LossTax Summary, and Tax Detail.

 

Meanwhile,you'll want to filter the desired information in the Transactions page then export it to Excel. I'll guide you on how to do it:

 

  1. Go to the Transactions page at the left pane.
  2. Choose the filters desired under the Type and Account drop-down. You're also free to select the report period you'll want to see in your report.
  3. Click the Export icon when ready.

Please refer to the screenshot below for visual reference of what I'm referring to:

B23.PNG

You can also read through this awesome article to gain more insights about QuickBooks Self-Employed: Things to learn about QBSE.

 

Fill me in if you have more questions about running reports in QBSE. I'll be right here in the Community to assist you. Take care and best regards, @christopherwelch.

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