negative and positive checkbook entries

I don't know of any canned report named "check register".

If you're using a standard transaction detail report, you can filter it to show only the summary row for each transaction. Set the Detail Level filter to Summary Only.

Alternately, filter the report for the bank account, which may work better, and then it'll only include detail rows that use the bank account.

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@BigRedConsulting wrote:

I don't know of any canned report named "check register".

 

If you're using a standard transaction detail report, you can filter it to show only the summary row for each transaction. Set the Detail Level filter to Summary Only.

 

Alternately, filter the report for the bank account, which may work better, and then it'll only include detail rows that use the bank account.

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I wanted to include all accounts, so did not want to filter out my credit card accounts.

I could not find the Detail level filter.  Can you give me a steer?

Thanks!

--Sarge

Thanks so much for your replies!

--Sarge

hello!  I have a follow up question on this. 

In QuickBooks online, the Transaction Detail Report and Check Detail Report both do not include the Filter for Summary Only and I am having trouble removing the negative transaction from the report. 

Can you assist?

Having these reports in QuickBooks Online (QBO) is to provide comprehensive insights into your financial transactions, ksmish.

Filtering the Summary only in the Transaction Detail and Check Detail reports is unavailable. As an alternative, we can export the report to an Excel file. From there, you sort out all negative transactions within the report.

Here's how to access and export the report.

1. Go to the Reports menu.
2. Type in Transaction Detail/Check Detail report in the Search bar.
3. Set the Report period, and the desired Columns and Filter sections.
4. Click Export/Print, then choose Export to Excel.

For more detailed information, see this article: Export your reports to Excel from QuickBooks Online. This resource provides detailed instructions and tips to help you navigate the process effectively.

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