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Level 1

Quickbooks Premier Plus Desktop-attachments to credit card charges

I am trying to pull a report for all credit card charges that have or do not have an attachment to it.  In other words I am trying to identify the credit card charges where a receipt has not been attached yet.

3 Comments
QuickBooks Team

Quickbooks Premier Plus Desktop-attachments to credit card charges

Let's make sure that you're able to pull up a report and identify the credit card charges where receipts have not been attached, petethepatriot.

 

When creating a bill or have a credit card charge, we usually use items. Then, assign them to Customer Job.

 

For QuickBooks Premier, you can pull up the Expenses Not Assigned to Jobs report. This report contains a list of costs that have not been assigned to a customer or job, totaled by the vendor. This report also helps you find costs that may not have been passed along to your customer.

 

You may also want to customize your report on how it will look like. Please check out this article for more information. Customize Reports In QuickBooks Desktop.

 

In case you have questions about QuickBooks, you can refer to these help articles for your future reference. All you have to do is make sure that you'll select QuickBooks Desktop and the QuickBooks category in question. 

 

Keep in touch if there's anything else you need help with credit card charges. I'll always be around to help you. Have a good day!

Level 1

Quickbooks Premier Plus Desktop-attachments to credit card charges

Thank you for your reply however this is not what I am looking for.  NONE of my expenses are for job related items.  These are expenses like meals, travel, overhead items, etc.  I pay alot of my expenses with credit cards so I want to see a report that I can run by credit card and see if it has an attachment.

QuickBooks Team

Quickbooks Premier Plus Desktop-attachments to credit card charges

Thanks for coming back with additional details of what you're trying to achieve, @petethepatriot

 

We can run the Transaction Detail report and customize it to show credit card purchases and charges. However, we're unable to filter the attachment. 

 

Here's how: 

 

  1. Go to the Reports menu, then hover over Custom
  2. Pick the Transaction Detail report. 
  3. Click the Customize Report button, then go to the Filters tab. 
  4. From there, you'll choose these filters/options below to include your specific requests. 
  5. Once done, click OK to view the report. 

 

To view whether the transaction has an attachment to it, you can check the registers instead, as the attachment paper clip will show visibly on every transaction in the register. 

 

For future reference, you can always check out this article about customizing reports

 

Let me know if you still have questions about running reports, @petethepatriot. I'm always right here to guide you more. 

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