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Level 1

How to search for transactions only within one register

I would like to search for all transactions tagged with a given account that are expensed to a given bank or credit card account. Since they are both accounts, when I do a search, I end up with an exhaustive list of one or the other but no way I can find to match both criteria. A second best alternative would be a find report that provides the bank account name in the list.

3 Comments
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Level 15

How to search for transactions only within one register

This: "a given account that are expensed to a given bank or credit card account"

 

is Source account as Bank or Credit Card, not Expensed To, but purchased From this source of funds. The expenditure details would be the account and items you use in the details.

 

Run a P&L Report or the Bal Sheet (summary or details) and then Filter on Account = that Bank or that Credit Card as the Source of the spending. Select that Yes, you need to see the Split Details. The Split Details is the Target account, which is the details from the items and accounts listings in your transactions.

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QuickBooks Team

How to search for transactions only within one register

Hello there, @SueInVermont.

 

@qbteachmtis correct! With the variety of reports QuickBooks Desktop offers, you can filter and customize reports to display only the specific data you need. Allow me to add more information on how you can look for specific transactions recorded in your QuickBooks register.

 

You can generate an Account QuickReport to show all the list of transactions recorded in the system. The report can be filter and customized to show only the expense transactions. You can also sort it by Split.

 

This will show whether the transaction was recorded under the checking account or credit card account. Just make to show the “Split” and “Accounts” column on the reports page.

 

Here’s how:

  1. Go to Reports.
  2. Choose Reports Center.
  3. On the search box, type in QuickReport.
  4. Choose Account QuickReport.
  5. Click Run to open.
  6. Hit Customize Report.
  7. Under Display tab, put a check mark to select Account and Split.
  8. Click the drop-down arrow to select Split under Sort by.
  9. Hit Ok.
  10. Click Refresh.

Please refer to the screenshot below for additional guidance.

Customize report

That should do it! Feel free to leave a comment below if you have other questions about managing your expense transactions report. I’m always here to help.

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Level 15

How to search for transactions only within one register

I don't think QB for Mac desktop has "reports center" and you don't need it. Open any list, such as Chart of Accounts or items or names. QuickReports can be run from here.

I found a keyboard shortcuts list for you:

https://qblittlesquare.com/2011/11/keyboard-shortcuts/

 

In QB desktop for PC, QR = Ctl Q. There also is a reports button on all of these lists.

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