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OldFatDog
Level 2

Transaction Detail by Account

In QuickBooks Online where is the "Transaction Detail by Account"?

 

I found the P&L easy enough but now, for a specific date range, such as 01/01/2017 - 12/31/2017, I want all of the entries under each heading and sub-heading. As an example of one of these would be the detail of each and every Automobile Expense / Parts & Service for that time period. All of the income and expense entries will be on it  under each "Account" which used to be "Category" I think.

4 Comments 4
JenoP
Moderator

Transaction Detail by Account

Hi there, OldFatDog.

 

The Transaction Detail by Account report is currently available in the QuickBooks Online Essentials, Plus, and Advanced versions. It's specifically located under the For my accountant section in the Reports menu (see screenshot below). 

 

You can also check out this article that lists all available reports on each QBO subscriptions: Reports included in your QuickBooks Online subscription.

 

In case you're using Simple Start, you can upgrade your account to get this report. Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Proceed to the Billing & Subscription menu.
  3. In the QuickBooks Online section, select Upgrade
  4. Choose the plan you want, and select Upgrade.
  5. Confirm your payment information and select Save.

Once done, go back to the Reports menu and check if you can see Transaction Detail by Account. You can also check out these quick guides about running reports in QBO:

 

Let me know if you need anything else. 

 

transaction detail by account.PNG

OldFatDog
Level 2

Transaction Detail by Account

Thank you very much for the reply . . . although there would be no thanks for another Intuit push to upgrade.

birchbay888
Level 1

Transaction Detail by Account

I don't have this option - I have by date only.

Rasa-LilaM
QuickBooks Team

Transaction Detail by Account

Let me help and guide you in the right direction on how to run the Transaction Detail by Account report, birchbay888.

 

Based on the information provided, it looks like you're using the Simple Start version. As previously stated by my colleague, the Transaction Detail by Account report is only available in QuickBooks Online (QBO) Essentials, Plus, and Advanced.
 

To gain access to the mentioned report and other financial statements, you can consider upgrading your current subscription to another one. Here's how:

 

  1. Log in to QBO as a primary or company admin.
  2. Head to the Gear icon in the upper right and choose Account and settings under Your Company.
  3. Go to the Billing & subscription tab to view your account details.
  4. From there, make sure your payment information is up to date.
  5. In the QuickBooks Online section, click the Upgrade your plan link.
  6. This will direct you to a page that lists the available QBO versions or plans. 
  7. Review each one and click the Choose plan link.
  8. Follow the on-screen steps to complete the upgrade process. 

 

Check out this article for more information: Upgrade or downgrade your QuickBooks Online subscription. It includes instructions on how to switch back to your previous subscription.

 

After that, log in to QBO and navigate to the Reports Center. Then, open the Transaction Detail by Account report.

 

If you're already using the correct version ( Essentials, Plus, and Advanced) and are unable to locate the report, could you send a screenshot of your company or the Reports Center? This will help us determine the source of the issue.

 

I've also included some links below that outline the list of reports available in each QBO version, as well as steps to fine-tune report layout and data:

 

 

If you have any questions about the reports or other product-related issues, leave a comment below and tag my name. I'll be right back to help you out, birchbay888.

 

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