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Level 2

Transaction detail by Account Report?

I use QB Online. I have been trying to run a Transactions by account report and when I type that phrase it will not initiate a search. I try: "Here's how to do it: On the left panel, click Reports. Type Transaction Detail by Account in the search box. Change the Report period, and click the Customize button . . . " and nothing happens. I've done this in years past and without this feature, this QB is of no use to me. How do I run this report and/or where is it?
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QuickBooks Team

Transaction detail by Account Report?

Hi, @OldFatDog.

 

After you change the period, click the Run report button to show the specific detail that you want to pull up. Here are the steps:

  1. On the Dashboard, click the Reports tab.
  2. In the search bar, type Transaction Detail by Account.
  3. Change the Report period.
  4. Click the Run Report button.

 

You can use the Customize button to personalize the report that you want to show. Check out this link for more information: Customize report in QuickBooks Online.

 

If you have follow up questions, you can leave a comment below.

 

Have a wonderful day! 

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