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schmidtfs
Level 2

Total Transactions for a Month

Hello!

 

Is there a place in the accountant review that i can see how many transactions were used in a previous time period?

 

Thanks!

David

1 Comment 1
Kurt_M
Moderator

Total Transactions for a Month

It's a pleasure to have you in the Community today, @schmidtfs. I've got you covered, and I'll ensure you can see how many transactions you have in a specific period in your QuickBooks Online (QBO) account.

 

In QuickBooks, you can run the Transaction List by Date report and apply filters to see the list of transactions you have in a specific period. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access  your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. In the Search bar, type Transaction List By Detail and then click the report.
  4. Click the dropdown arrow below the Report period section, and then select Custom.
  5. Input the start date and end date that you'd like to track.
  6. Once done, click the Run report button.

 

Also, if you need the number of transactions you have in a specific period, you can export the report to excel by clicking the Printer icon beside Email icon.

 

In addition, I've got you this article about customizing a report to show specific data in QBO: Customize reports in QuickBooks Online.

 

You can also visit this page in case you'd like to track a specific transaction that you have in your QBO company: How to search for transactions in QuickBooks Online.

 

@schmidtfs, I'd like to thank you for taking the time to reach out to us here in the Community. If there's anything else that you'd like me to help you with, or if you need assistance performing specific tasks in QuickBooks. Know that you can always post here again, and rest assured, I'll always have your back. Take care, and enjoy your weekend!

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