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Level 1

I am trying to get a report for all Credit card purchases/charges divided by customer:job

I am trying to get a report for all Credit card purchases/charges divided by customer:job

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Best answer November 17, 2020

Best Answers
QuickBooks Team

I am trying to get a report for all Credit card purchases/charges divided by customer:job

Good Evening, @R-S29

 

It's great to see a new face here in the Community. I hope your day is going well. 

 

The best report to run and review this information from is a Transaction Detail list. From the list, you can customize it to show credit card purchases and charges divided by customer/job. No worries. I can walk you through the simple process. 

 

  1. Go to the Reports menu. 
  2. Hover over Custom
  3. Pick the Transaction Detail report. 

 

 

      4. Click the Customize Report button. 

      5. Cruise on over to the Filters tab. 

      6. From there, you'll choose these filters/options below to make your report include your specific requests. 

      7. After you're done, tap OK to run the list. 

 

 

It's that easy. For future reference, you can always check out this article about customizing reports

 

You should be able to review the needed information from this report that's been provided. If you're still running into trouble, don't hesitate to ask. The Community is always here to have your back. Wishing you and your business continued success!

View solution in original post

3 Comments
QuickBooks Team

I am trying to get a report for all Credit card purchases/charges divided by customer:job

Good Evening, @R-S29

 

It's great to see a new face here in the Community. I hope your day is going well. 

 

The best report to run and review this information from is a Transaction Detail list. From the list, you can customize it to show credit card purchases and charges divided by customer/job. No worries. I can walk you through the simple process. 

 

  1. Go to the Reports menu. 
  2. Hover over Custom
  3. Pick the Transaction Detail report. 

 

 

      4. Click the Customize Report button. 

      5. Cruise on over to the Filters tab. 

      6. From there, you'll choose these filters/options below to make your report include your specific requests. 

      7. After you're done, tap OK to run the list. 

 

 

It's that easy. For future reference, you can always check out this article about customizing reports

 

You should be able to review the needed information from this report that's been provided. If you're still running into trouble, don't hesitate to ask. The Community is always here to have your back. Wishing you and your business continued success!

View solution in original post

Level 1

I am trying to get a report for all Credit card purchases/charges divided by customer:job

HI! 

 

Thanks for your clear answer. 

One questions. I ran the report and it gave me all the Credit card transactions, which is good. The one thing it's missing is the totals for each job.... 

Moderator

I am trying to get a report for all Credit card purchases/charges divided by customer:job

Thanks for getting back to us, @R-S29.

 

While the option to show the totals for each job isn't available in the custom Transaction Detail report that you've pulled up, you can use the Profit and Loss by Job report instead.

 

All you need to do is filter the Transaction Type to credit card and it will display the totals for each specific job. Here's how:

 

  1. Go back to the Reports menu at the top.
  2. In the drop-down, select Company & Financial, then Profit and Loss by Job
  3. Tick the Customize Report option at the upper left and proceed to the Filters tab.
  4. Locate the Transaction Type, then pick Credit Card in the drop-down.
  5. Hit OK to refresh the report.

 

For more in-depth information about managing reports in QuickBooks Desktop (QBDT), I suggest checking out these articles:

 

 

Reach out to me in the comment section below if you have any additional concerns. I'll be here to help. Have a good one!

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