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lazybaconbbq-gma
Level 1

When you get your yearly category deductions how can I get an itemized list of what goes in to each one?

My accountant wants an itemized list for tax purposes so how can i get that for each category of my transactions
1 Comment 1
Kurt_M
QuickBooks Team

When you get your yearly category deductions how can I get an itemized list of what goes in to each one?

Welcome to the Community, @lazybaconbbq-gma. I'll be glad to help you with your concern so you can proceed to present a transaction report to your accountant.

 

In QuickBooks Online (QBO), we can run a Transaction Detail by Account report to get a glimpse of all the transactions that you have in your business. Here's how:

 

  1. Login to your QuickBooks Online company (Take me there).
  2. On the left navigational bar, select Reports.
  3. In the search box, type Transaction Detail by Account.
  4. Use the basic filters on the report to adjust things like the report dates.

 

In addition, you also have the option to export the report to Excel or PDF file by clicking the Export icon beside the Gear icon. This way, you can email the copy of the report to your accountant.

 

For visual reference, please refer on the screenshot below to export your report.

 

image (36).png

 

I've also got you these handy articles for future reference:

 

 

If  you have any additional QuickBooks-related concerns, you are always welcome to post here again. Rest assured, I'll always be here to assist you. Take care and more power to your business, @lazybaconbbq-gma have a good one!

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