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Non_Profit_Matt
Level 1
posted
‎March 05, 2020 04:15 PM
last updated ‎March 05, 2020 4:15 PM

Report: Credit Card Income By Account

Hi Team,

 

I need to run a report which shows all credit card income by revenue account. This is tough because, of course, in most cases the revenue accounts are associated with invoices and accrual items but not the actual cash/balance sheet transactions. If I simply run a P&L by class, which was my first instinct, it would give me SOME of what I want, like sales receipts (because they have a payment type associated with them), but it is not all-encompassing.

 

Is there a report that I could run which would give me everything I am looking for? Thanks!

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AileneA
QuickBooks Team
QuickBooks Team
‎March 05, 2020 06:02 PM

Report: Credit Card Income By Account

Hi there, @Non_Profit_Matt. 

  

I can help you run the report that you need. 

 

We can either pull up and customize the Transaction Detail by Account Report or Invoices and Received Payments Report. This shows the sales receipts and the payment methods. Let me walk you through.

 

Transaction Detail by Account Report:  

 

  1. On the left pane click Reports. 
  2. From the search bar type Transaction Detail by Account Report. 
  3. Click Customize. 
  4. Under Rows/Columns, tick the Payment Method checkbox.
  5. Tap Run Report.  

 

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Invoices and Received Payments Report:  

 

  1. Click Reports. 
  2. From the search bar type Invoices and Received Payments. 
  3. Tap Customize. 
  4. Under Rows/Columns, tick the Payment Method checkbox. 
  5. Hit Run report. 

 

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Note: Though, that the Invoices and Received Payments Report will show all the invoices and payments of your customers but they are not grouped by account.

 

I encourage you to read this article to learn more about customizing reports:  

 

 

Please leave a comment below if you have other questions about reports, and I'll make sure to get back to you. Have a great day!

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