QBOA "payment method" column not appearing as an option for transaction reports

Welcome back to the QuickBooks Community, shirley-soh.

Please know that adding a Payment Method as a column to a Transaction or on the Profit and Loss report is currently unavailable. However, you can run a different report to achieve this in QuickBooks Online. Let me provide the steps below on how to perform the process.

I suggest running and customizing the Transaction Detail by Account report. This way, you're able to filter it to drill to an income account or to a particular one and add the Payment Method column.

Here's how:

1. Go to Business overview and select Reports.
2. Open the said report above.
3. Click Customize.
4. Click the Change columns link and checkmark the Account and Payment Method boxes.
5. Choose the Filter drop-down arrow. Then, select the Account box and choose the income account.
6. Click Run report.

Lastly, refer to this article if you need steps in memorizing a report that allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

If you need further assistance running reports or have other QuickBooks-related concerns, tap the Reply button and enter your comments in the field box. I'm more than happy to lend a helping hand, shirley-soh.

Understood and thanks for that.  However, I want to be able to add this option from a custom P&L after drilling down in a specific income account to a transaction report in Classic View.

It seems like this column is only available if I navigate through a different path, so if that's the case, then that's what I'll need to do ... I was just hoping that QBO would be flexible enough to provide this column after opening up detail on an account from my P&L.

Hi there, shirley-soh.

I appreciate you for coming back to the thread and adding extra details about the option that you need while utilizing QuickBooks. Let me walk you through the process of sending feedback so the recommendation you have is submitted to the Product Development Team.

As I mentioned above, adding the Payment Method column to a Profit and Loss or on the Transaction report isn't presently possible in QuickBooks Online. Then, yes, you are correct that the indicated option is only available by navigating through a separate statement or on the report I mentioned above. 

For now, I recommend going to the Gear icon in QuickBooks. You're able to enter your suggestions from there about the ability to add a Payment Method on a custom P&L report. You can then select Next to submit the request. Once done, your recommendation is sent to our engineers for consideration in future updates.

On the other hand, please know that I added information and updated certain details above. This ensure that I give accurate info regarding your concern.

Lastly, open this article if you need steps on how you can print, email, and export reports in QBO to have copies of data: Run reports in QuickBooks Online.

Feel free to add a comment below if you have other concerns about managing reports in QuickBooks, shirley-soh. I'll be sure to get back to you. Have a good day!