Category Summary

Great having you join us here in the Community, @Ali94. I've come to help you find a report that fits your needs.

You can pull up the Transaction Detail by Account report. You have the option to modify it to display the details you need. Here's how:

1. Go to the Reports menu and type Transaction Detail by Account on the search bar.
   
2. Set the Report period.
3. Click the Customize button.
   
   
4. Under Filter, choose a Transaction type, Accounts, and Customer.
5. Click Run Report.
   
   

For more details on personalizing your reports, you can read this article: Customize reports in QuickBooks Online.

To save its current customization settings, check out this handy resource: Memorize reports in QuickBooks Online.

Let me know how else I can help you with reports in QBO by adding a comment below. I'm more than happy to lend a helping hand. Keep safe always!

Thanks for the reply! My screen doesn't show "Transaction Detail by Account." It only lists the following:

1) Transaction List by Vendor

2) 1099 Transaction Detail Report

3) Transaction List by Date

4) Recent Transactions

5) Transaction list by Tag Group

Is one of there equivalent?

There is not "Transaction Detail by Account" that I can find. It lists the following:

1) Transaction Detail by Vendor

2) 1099 Transaction Detail Report

3) Transaction List by Date

4) Recent Transactions

5) Transaction List by Tag Group

Are any of these equivalent?