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tmarsteller
Level 1

How do I customize Transaction List with Splits report to repeat data such as dates / transaction types?

Please see attached screenshot.
I have Quickbooks Online Plus.

Is there a way to make a transaction list with splits report populate the dates in the blank cells in column B and the transaction types in column D?

3 Comments 3
DHeraV
Moderator

How do I customize Transaction List with Splits report to repeat data such as dates / transaction types?

Welcome to the Community, @tmarsteller.

I'm here to share information about the Transaction List with Splits report in QuickBooks Online (QBO). 

The option to customize the report to populate the dates and transaction types in the blank cells on their respective columns is unavailable in QBO. However, as a workaround, you can directly personalize it through Excel by exporting the report.

Follow these steps on how to export the report:

1. On your QBO account, go to the Reports tab.
2. Enter the Transaction List with Splits in the search box.
3. Customize the report before exporting.
4. On the report page, select the export button.



5. Click on Export to Excel.

Once done, you can then proceed to personalize your report on your Excel.

For detailed information, kindly visit: Export reports, lists, and other data from QuickBooks Online.

Moreover, I'll also share this article where you can watch awesome video tutorials to guide you in managing your QBO account: Learn about QuickBooks Online with how-to videos.


Don't hesitate to leave a reply if you require further assistance with customizing reports in QuickBooks Online. The Community team always has your back. Have a good one.

tmarsteller
Level 1

How do I customize Transaction List with Splits report to repeat data such as dates / transaction types?

Bummer. Thanks for the quick reply though!

Nicole_N
QuickBooks Team

How do I customize Transaction List with Splits report to repeat data such as dates / transaction types?

Thanks for reaching back, @tmarsteller

It's good to know that my colleague was able to respond to your concern quickly. If you have further questions about the Transaction List with Splits report or any QuickBooks-related issues, you can always post them here. The Community is always around to ensure that all of your concerns are well-taken care of.


Stay safe, and have a great day!

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