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Well, I think I figured it out.
Go to Reports -> Transaction Detail by Account. Then filter on "Cleared": "Uncleared"
Good work, @jp-eda!
Thank you for letting us know how you're able to figure out the report need to see the list of expenses you haven't categorized or matched. This is very helpful because other customers who need to pull up the same data are always able to view this thread and learn from the steps you shared.
Additionally, I've also included this reference helpful with a compilation of articles you can use while working with us: Browse all articles for your QuickBooks product.
Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!
It would seem that the report you have mentioned is no longer available. The Transaction reports available are:
I have run each of these and the option to add the "CLR" field is available, but the filter is not.
So the question remains, how to we filter on the Clr field (or cleared)? This seems like the ability to filter on any field should be an option.
Also need to know this. My client adds expenses but I need a quick report to show me any left unmatched
Any udpate on this? I'm experiencing the same issue.
I appreciate your time joining this thread, @JJ James.
All I want is to to help you generate the reporting you need to view your expenses that were matched or unmatched with your bank transactions. Before we start, can you please confirm if you're unable to pull up the report suggested by jp-eda? If not, what report are you pertaining to? Any additional info will help me provide the accurate resolution.
In the meantime, the following reports can filter Cleared and Uncleared transactions:
You might want to check on them and see if you're able to do the action. Here's how the filter looks like:
Also, I'd like to know the subscription that you have with us. The preferences on our reports may vary from one version to another. I need to check if your service have this option available. To check your subscription, follow the steps below:
I'll wait for your reply. Please mention me so I'd get notified of your response. I'll be right here to help anytime.
Hi
Yes I can access the Transaction Detail by Date report and it seems to give me the information I need. Thankyou
Welcome to the Community, Cath71.
We're glad that you're able to get the information needed by pulling up the Transaction Detail by Date report.
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