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.... 

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:

• Understand reports.
• Customize customer, job, and sales reports in QuickBooks Desktop.
• Customize company and financial reports.

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!

I have tried running this report, but it does not show any results when filtered on Credit Card.  We use the Quickbooks credit card processing service and record the credit card payment directly through quickbooks, but it is not recognizing it as a credit card transaction type.

Tried to filter on payment type and selected multiple types (Visa, Mastercard, AMEX)  I must be missing something as we process about $200K per year via credit card

Welcome to the community @aanderson805. Let me help you with this.

I understand how relevant it is for you to keep track of your credit card purchases or charges. I suggest running a batch detail report from your Merchant Service Center. Here's how:

1. Sign in to the Merchant Service Center.
2. Select Activity & Reports, then click Deposits.
3. Find the deposit in question by date range.
4. Click the deposit name to display each transaction within the deposit.

You may want to print the report, just select the Print Details link.

Moreover, you can get monthly bank statements from your QuickBooks Checking account. Here's how:

1. Go to Business overview, then select Cash flow.
2. Choose QuickBooks Checking.
3. Select Manage.
4. View your QuickBooks Checking account and select Monthly Statements.

You can also refer to this article for references on Merchant Services frequently asked questions such as funding status and managing payments accounts: QuickBooks Payments FAQ.

Please let us know if you need additional assistance with your payments or running reports. We're available 24/7. Have a wonderful day!

All the credit card transactions are not showing up on the report.  I am missing half of them,  I have tried everything to get all charges for the month up.  They are clearly on the charge card register and it says cc on the type of payment. but does not show up on the report.  Also I get half or less of charges on one persons card and all of another's.  This is so frustrating. Thanks

Geri

Hi there, Geri44.

Thanks for joining this thread. I want to make sure you're able to view the credit card transactions on the report in your QuickBooks Desktop account.

Since the steps mentioned above didn't do the trick, I recommend reaching out to a member of the Desktop Support Team. Agents have specialized tools, like the ability to share your screen, to take a more in depth look at what's causing some of the transactions to be missing from the report. Here's how to get in touch with the team:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Choose to chat with us or have us call you.

The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop support

Please feel free to reach back out if you have any other questions or concerns. I'll be here to help in any way that I can.