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Here is how to display Split Item in a report:
1. go to "Customize Report"
2. under "Filters" Tab, Find "CURRENT FILTER CHOICES" box on the right. In that box, find "Detail Level" option and click on that.
3. on the detail level, select " ALL" or "All except summary"
after that, all the split item should display in the report
I don't have that option, using the online version.
I just want to print the report I get when I click on 'Split' in the Transaction Report, that shows me the journal entry detail. There is a print option on every other report I run, except these, and these are some of the most useful.
Quickbooks is very disappointing, I'm about to look for an alternative program.
Good Job. thanks for the tip.
is this in the general ledger report or the transaction list by splits report. I do not see the CURRENT FILTER CHOICES anywhere
Hello, Sarah.
I'll clear things up on the Current Filter Choices section, and help you get the detailed view for the splits.
The Current Filter Choices section exists in QuickBooks Desktop. I take it that you're using the Online version.
The General Ledger report shows the -Split- tag while the Transactions List by Splits report shows the detailed view of the split accounts.
Since you need to see a detailed view of the transaction splits, you can pull up the Transactions List by Splits report instead. The split detail will be shown under the ACCOUNTS column by default.
If you need to add more details to the report, you can customize it. This article can help you with the steps: Customize reports in QuickBooks Online.
Need to record your transactions or manage your bank transactions for your books? Check out this guide if you need help: Categorize and match online bank transactions in QuickBooks Online.
Is there anything else you'd like me to address regarding reports or other areas in QuickBooks? Please let me know and I'll get back to you the soonest.
what version of quickbook desktop are you running? I don't see what you are suggesting on my version which is QB Desktop Pro 2019. Thank you
Thanks for getting in touch with the Community, cmuaddi.
This thread's about QuickBooks Online. That's why the processes posted by some of my colleagues will have different steps in QuickBooks Desktop.
I can certainly understand how an ability to show split transaction details in reports could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while signed in.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
If there's any additional questions, I'm just a post away. Have a wonderful day!
It still does not show customer name in splits. Is there a way to do that?
Thanks for joining this thread, christybaehr.
So I'm able to give you the best info could you please let me know if you're using QuickBooks Desktop or Online? I'll keep an eye out for your reply and get back to you ASAP.
I am using QBO and the "Transaction List With Splits" is NOT an option in my drop down menu.
How can I run a report on QBO to show what the splits are without having to click on each one individually?
Thank you.
Edit to add: You have to subscribe to the QuickBooks PLUS or higher package to get the Splits report.
I understand the need to access the split transaction without narrowing the list, @Susanna239. Let's run another report to help this transaction appear on the reports page.
There isn't a report that shows all of your transactions for a given period, including the splits. Use of the Transaction Journal is always an option. Nevertheless, it would only display a single split transaction.
Here's how:
Moreover, if you need to customize the file to add more details, this article can help you with the steps: Customize reports in QuickBooks Online.
Please let me know if you need to manage additional transactions in your account. I'll be here to assist.
Hi
Can you share a screenshot. Because I click on "Detail Level, "All" and the word "Split" still show as Split instead of multiple accounts.
I did have NAV and D365 and I've never had the word "Split" in the detail transactions. Accounting Source Explorer (D365), or GL Detail (NAV) will show you GL accounts for your transactions instead of the word "Split".
I did what you showed but it still show the word "Split"
Hi there, happy09.
Can you tell us more details how you run the report? Are you running it inside QuickBooks Desktop or in Accounting Source Explorer? We're asking these questions to make sure that we give you the right steps and information to sort this out.
Please reply back to us to share more details. We look forward to it.
How do you run report in Accounting Source Explorer for QB Desktop?
Good afternoon, @happy09.
Thanks for chiming in on this thread again. Let me share some details to help you out.
Based on the information you provided, a Transaction Journal report. This will be able to give you the additional details you need.
View the Transaction Journal report in QBDT
I hope this helps. Don't hesitate to reach back out to us. Have a wonderful day!
Transaction Journal report only gives you 1 transaction. I want to show all transactions in the month but showing the actual account instead of the word "Split".
I appreciate you getting back with additional details, happy09. I understand how important it is for you to generate a report that displays the accounts used for your split transactions. Let me provide more information about this feature.
Yes, the transaction journal report provides details for a single transaction only. You may have to create a custom transaction report to view all entries within a specific timeframe from the Reports tab.
However, QBDT reports will give you the -SPLIT- designation for your split transactions. You have to open each split entry to view the details. While this is how QuickBooks works with reports now, you may have to send a feature request directly to our product developers. This way, they can evaluate the possibility of displaying the split details for your reports in the future.
To start:
Once done, our product development team receives and uses your valuable suggestions to improve your QuickBooks experience.
On the other hand, I'm adding this material for more tips while running your basic reports in our system: Understand reports.
If you have further questions about your reports, mention them in the comment section. I'm here and ready to assist you with just a few clicks. Have a great day!
Yeah, I already did send feeback. I suggest anyone who read this thread do the same. It's been years since the original post was done and yet nothing has been developed since. All other accounting systems have this feature. And that's what people on here were saying.
I found it helpful (after selecting "Yes" for Include split detail in the Account selection of the Filter) to Total By "Total only" and add the "Account" column. I used the Transaction Detail by Account report from the Accountant & Taxes report menu.
Hi there, @512Valerie!
You did a great job splitting the transactions on your own.
Thank you for sharing your insights on how to accomplish the task effectively. We appreciate your valuable input.
Feel free to contact us if you have any questions or concerns. We are here to assist you in any way we can. Have a good day!
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