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I appreciate you joining this thread, Jesse. Let me share insights to help you run reports that show transactions by payment method in QuickBooks Online.
When working with your QuickBooks data, running reports to show income transactions by payment method can be possible in your account. You may run the Transaction Detail by Account Report to enable these details to reflect on your file. To help you do this, refer to the steps below:
- Go to Reports and enter Transaction Detail by Account Report in the search panel.
- Choose Payment Method under the Group by section.
- Click Customize enable the Payment Method option from the filter section and select All.
- Modify other information and select Run report.
- Review all details.
Moreover, I'm sharing this guide to help you save the customization settings made to your reports: Memorize reports in QuickBooks Online.
I'll keep an eye on this thread for any additional queries you may have when managing income transactions in your account. Just keep me posted below, so I can provide further help. Keep safe!
