Reports and Chart of Accounts

carrastok · ‎September 14, 2022

What report can I run to see all the transaction breakdown of all line items including payments and journal entries? I need to see each transaction itemized in the report. The transaction detail report only shows a line item summary for each transaction but does not detail the line items in that transaction. For example, it will say Journal Entry-split. I need to know what that "split" is and show the line items listed out in the report. I have seen it done before but not sure which report was ran.

FritzF · ‎September 14, 2022

Hi, carrastok.

I'm here to share information about the report you'd like to pull up in QuickBooks Online (QBO).

Currently, the ability to run a report that will break down all the line items in a transaction is unavailable in QBO. However, if you want to display the full details, simply click the amounts to show all the line items in the transaction as a workaround.

Here's a sample screenshot.

To know more about managing and customizing reports in QBO, consider checking out these articles:

For more tips and other resources you can use in the future, I recommend visiting our website: Self-help articles.

I'm only a few clicks away if you have more questions about reports or anything else. I'll be here to help. Stay safe.

carrastok · ‎September 14, 2022

I have to send the report to someone for account reconciliation. They will not be able to drill down or click the accounts. Is there another way to show the listed line items?

Topics

Training

Community

Resources

Reports and Chart of Accounts

Reports and Chart of Accounts

Reports and Chart of Accounts

Need to get in touch?