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Penny10
Level 3

I need a statement that shows the details of all transactions. When I do a regular statement, I can turn on details but it is truncated.

 
Solved
Best answer February 07, 2020

Best Answers
Kendra H
QuickBooks Team

I need a statement that shows the details of all transactions. When I do a regular statement, I can turn on details but it is truncated.

Good afternoon, @Penny10.

 

I hope your Friday is going well. I'd be glad to assist you with getting a statement of all the transactions with the details.

 

You can run a Transaction Detail by Account report that shows you your transactions in each account.

 

Here's how:

  1. In the left-hand menu, choose Reports.
  2. In the Find Report by name search Transactions by Account.

Once you've completed the steps, you can also customize the report as well and here's how:

  1. On the report page, select Customize.

You can apply multiple filters to customize your report.

  • Filter section: Choose which accounts appear on your report. All of your accounts are shown by default.
  • General section: Change things like the reporting period and number format.
  • Rows/Columns section: Choose which rows and columns appear in the report.
  • Header/Footer section: Decide what appears in the header and footer.

Here is also an article with some additional information about customizing reports: Customize Reports

 

Please let me know if the steps above the trick. Happy Friday!

 

View solution in original post

1 Comment 1
Kendra H
QuickBooks Team

I need a statement that shows the details of all transactions. When I do a regular statement, I can turn on details but it is truncated.

Good afternoon, @Penny10.

 

I hope your Friday is going well. I'd be glad to assist you with getting a statement of all the transactions with the details.

 

You can run a Transaction Detail by Account report that shows you your transactions in each account.

 

Here's how:

  1. In the left-hand menu, choose Reports.
  2. In the Find Report by name search Transactions by Account.

Once you've completed the steps, you can also customize the report as well and here's how:

  1. On the report page, select Customize.

You can apply multiple filters to customize your report.

  • Filter section: Choose which accounts appear on your report. All of your accounts are shown by default.
  • General section: Change things like the reporting period and number format.
  • Rows/Columns section: Choose which rows and columns appear in the report.
  • Header/Footer section: Decide what appears in the header and footer.

Here is also an article with some additional information about customizing reports: Customize Reports

 

Please let me know if the steps above the trick. Happy Friday!

 

View solution in original post

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