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JoUser
Level 2

Report listing all credit card items purchased in a period

Hi - have made purchases of various items on a couple of credit cards over the years and now want to create a report which lists all those purchases (i.e. for a tranaction on 1.1.2022 with e.g. a drill and a hammer being purchased it would list each item and the amount I paid for each plus the memo entry next to the item (where I put the brand and model).

So far can only work out how to print out a list of credit cards showing total spent in the tranaction - but this doesn't show the various items bought during that transaction.

The reason is so that I have an inventory of all items bought saved in an Excel spreadsheet.

Thanks in advance.

7 Comments 7
Archie_B
QuickBooks Team

Report listing all credit card items purchased in a period

Welcome to the Community, JoUser.

 

I'm here to give you an idea on which report you can use to pull up those transactions.

 

In pulling up credit card purchases for specific period, we can run a standard Transaction detail by Date report and filter the credit card accounts and transaction types.

 

Like this:

 

  1. Go to Reports.
  2. Search and select Transaction detail by Date report.
  3. Modify the date.
  4. Click on Customize button.
  5. Under Filter option, select Credit Card Expense, and Bill Payment (credit card) for Transaction Type and select the Accounts.
  6. Once done, click on Run report.

 

I'm adding this article to guide you in personalizing reports: Customize reports in QuickBooks Online.

 

You can also check out this link for common custom reports in QuickBooks Online.

 

Don't hesitate to add some follow-up questions about reports in QuickBooks Online. I'll be here to check on your response. Have a wonderful weekend!

JoUser
Level 2

Report listing all credit card items purchased in a period

Hi - thanks for responding so promptly.

As mentioned however I am using QB Desktop which does not have this particular route - so I used [Reports, Custom Reports, Transaction Detail] in case that helps anyone else with Desktop.

 

JoUser
Level 2

Report listing all credit card items purchased in a period

Thanks for your prompt response.

As mentioned I have QB Desktop not QB Online so in the end I used [Reports, Custom Reports, Transaction Detail] (in case anyone else has same issue).

Thanks for your help.

Candice C
QuickBooks Team

Report listing all credit card items purchased in a period

Good morning, @JoUser

 

Thanks for coming back on this thread. 

 

I appreciate you telling us that you were using QuickBooks Desktop instead of Online. I'm glad you were able to use these steps and apply them to your QuickBooks Desktop to fix your problem. 

 

Feel free to reach back out if you have any other questions or concerns. We're always here to lend a helping hand. Take care! 

nutshellml
Level 1

Report listing all credit card items purchased in a period

So I run the report in Quickbooks online and when i export/view it, they don't total up the Amount field.... I have to export to Excel then manually do it.  Is there another way??

nutshellml
Level 1

Report listing all credit card items purchased in a period

So when i run the report and view it as PDF or CSV or EXCEL it doesn't automatically add up the "Amount" column.  Is there a way????

Rasa-LilaM
QuickBooks Team

Report listing all credit card items purchased in a period

Hi there, nutshellml.

 

I would be happy to help you find a solution to your concern. I just need additional specifics regarding the issue to get me on the same page.

 

May I ask what report you opened? Also, could you provide us with the transactions you wish to include in the report?

 

Any information you can provide will guarantee a timely resolution. Thank you in advance.
 

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