Thanks for dropping by the Community and posting the details of your concern, Shubert. I've got you! I'll share information and steps you can follow to pull this kind of report through.
Creating a credit card sales report with total amounts for the year in QuickBooks Desktop involves a few steps. It's crucial to ensure you correctly categorized transactions and used the correct filters for your report. Here's a step-by-step guide:
- Open QuickBooks Desktop.
- Go to the Reports menu.
- Choose Accountant & Taxes and then select Transaction Detail by Account.
- Set the report date range to cover the entire year. You can customize the date range by selecting the exact dates in the Dates field.
- Click on the Customize Report button.
- In the Modify Report window, go to the Filters tab.
- Look for the Payment Method filter.
- Select Credit Card as the payment method. You may need to look for the specific payment method field depending on your version of QuickBooks.
- Click OK to run the report.
- Review the report to ensure that only credit card transactions are included.
I'm adding these articles you can use in the future:
By following these steps, you should be able to generate a credit card sales report with accurate total amounts for the year in QuickBooks Desktop. If you have more questions about reports, post them here in the forum. I'll be around to answer them. Have a great day!
