Custom Transaction Detail Report Help

Let's pull up the same data from QuickBooks Desktop (QBDT) to the Online (QBO) version, sjstock.

QBO doesn't have the same reports as QBDT. You need to run reports on an accrual basis to match your data on both versions.

Before doing so, I recommend opening the account through the Chart of Accounts page first. Then, check if there are transactions posted in this account for the specific date you've selected.

Here's how:

1. Go to Settings ⚙ and select Chart of Accounts.
2. Find the account.
3. Select the Action ▼ drop-down and then View register.
4. Pick Run report.

After that, run the Transaction Detail by Account report in QBO and filter it from there to see the data you need.

Let me show you how:

1. Go to the Reports menu from the left menu.
2. Use the Find report by name search bar to search for Transaction Detail by Account.
3. Select the report to open it.
4. Click Customize.
5. Go to the Filter section and mark Account.
   
6. Choose the accounts you want to open.
7. Click Run report.

Check out these handy articles to pull up statements:

• Run reports in QuickBooks Online

• Customize reports in QuickBooks Online.

Also, you can find out what data doesn't convert when you migrate from QBDT to QBO.

Let me know if you have follow-up questions about this by commenting below. Just tag my name, and I'll get back to you.

I appreciate your response. The steps you describe are exactly the steps I have been taking. There are definitely transactions in the accounts I am trying to run the report for, but when I run the report as described it returns no transactions. 

Hey there, @sjstock. 

Thanks for following up with us and trying the steps provided by my colleague above. 

Since your report isn't showing any data, I recommend checking the account from your Chart of Accounts to see if the data is listed there within the dates you ran on the report. To do this, you'll need to hit View Register from the Chart of Accounts. 

If the data is listed in the register for the dates included in your report, then I recommend clearing the cache from your browser. Web browsers collect cache to save time when loading repetitive data and images. These files can often become outdated and corrupted, causing issues like when your reports show no data. I've included the links for all supported browsers that contain the steps to clear the cache below. 

• Firefox
• Chrome
• Microsoft Edge
• Safari for Mac
• Safari for iPhone/iPad

Alternatively, you can use a different web browser or the App. 

Please let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to the Community or me at any time. Take care and have a wonderful day ahead! 

What I discovered is that if I run the report from the register drop down menu it works fine. That may have been what the original answer I get was pointing towards, but it was not clear to me from the instructions.