How do I create a statement/report that covers all the credit card/ACH transactions - deposits PLUS merchant fees charged to me, in one statement? QBO only not QB...

You would start with a transaction summary report and filter for accounts as well as payment types. Payments will always report as full payment and not equal to deposited funds. Example you invoice a customer 100 and QB deposits 96 in your bank but reports they paid you 100. In fact at year end you WILL receive a special 1099 from intuit that reflects gross payments but does not at all indicate how much you paid them in fees. 

You mention to make a "transaction summary report" - and here is where I need precise instructions, as there are a few options to accomplish the above, and I don't know which one will allow for only Quickbook Payments..... Please describe how to make a transaction summary report. The Google search comes up with answers, but none that seem to work for me.

Many thanks

Hello there, FastMeasures.

In QuickBooks Online, we can easily go to the Deposits tab to see the invoice payments you've received through the QuickBooks Payments.

1. Log in to your QBO account.
2. Select Sales on the left menu and go to the Deposits tab.
3. Filter the date range and transactions if necessary.

Aside from that, you can manually pull up a quick report of an account. Here's how:

1. Select Accounting on the left menu and go to the Chart of Accounts tab.
2. Look for the bank account and click the drop-down arrow next to View register.
3. Select Run report and click the Customize button.
4. Change the Report period if necessary and go to the Filter section.
5. Select mark the Transaction Types you want to display.
6. Click Run report.

We also have a number of sales reports that we can customize.

1. Select Reports on the left menu and go to the Standard tab.
2. Scroll-down to the Sales and customers section.
3. Select the report you want to view.
4. Customize it if necessary.

Feel free to drop by again if you need additional help in customizing the reports. 

How do I find how much intuit with held for transaction fees?