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:
- Go to Reports.
- Choose Reports Center.
- On the search box, type in QuickReport.
- Choose Account QuickReport.
- Click Run to open.
- Hit Customize Report.
- Under Display tab, put a check mark to select Account and Split.
- Click the drop-down arrow to select Split under Sort by.
- Hit Ok.
- Click Refresh.
Please refer to the screenshot below for additional guidance.
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.