How do I create a report that is categorized by transaction type?

Let me elaborate on some information about the report that you're looking for, RR37.

In QuickBooks Online (QBO), we can run the Transaction Detail by Account report which will show the list of accounts where you can categorize transactions. This report also shows the information about a transaction that can be reviewed from multiple reports like transaction summaries or reconciliation reports. You'll want to run this report instead. I've added a screenshot for your visual guide:

Furthermore, learn from this article how to run reports for specific accounts from your chart of accounts: Run Reports In QuickBooks Online.

Please get back to us if you have any other concerns about the reports. We'd be glad to help.

Thank you for your response. Why is it that I can't find that particular report name in my QBO? I am able to go through Settings, account reports, etc. However, when I just try to return the Transaction Detail report, it is not available.

Thank you for your response. Why am I unable to see the Transaction Detail by Account report as an option? I'm on the Report page, but when I scroll or search, this one isn't available.

Thanks for getting back to us, RR37. 

Allow me to share some information regarding the Transaction Detail by Account in QuickBooks Online (QBO). 

If you're currently subscribe to QuickBooks Online (QBO) Simple Start, the Transaction Detail by Account isn't unavailable. This report is only available on QBO Essentials, Plus, and Advanced versions. 

You can go through this link to know more about which reports are available for your version:  QuickBooks Comparison Chart.

In case you're using Simple Start, you can upgrade your account to get this report. Here's how:

1. Go to the Gear icon and select Account and Settings.
2. Proceed to the Billing & Subscription menu.
3. From there, make sure your payment information is up to date.
4. In the QuickBooks Online section, click the Upgrade your plan link.
5. This will direct you to a page that lists the available QBO versions or plans.
6. Review each one and click the Choose plan link.
7. Follow the on-screen steps to complete the upgrade process.

Once done, go back to the Reports menu and check if you can see Transaction Detail by Account. 

You can also check out these quick guides about running reports in QBO:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

In the meantime, you can go through this link to know more about which reports are available for your version:  QuickBooks Comparison Chart.

Feel free to post again if you have further concerns running your reports. Have a great day ahead.