Having access to detailed transaction reports quickly, especially when managing multiple projects is crucial, jktr.
While QuickBooks Online currently allows viewing detailed transaction details by clicking on individual expense categories, this may consume more time given your needs. That said, I encourage you to send your suggestions to our product development team by following these steps:
- Head to the gear icon.
- Under Profile, select Feedback.
- Enter your product suggestions.
- Click Next to submit.
Your feedback is invaluable and will go directly to our product development team who are always eager to improve our products based on user input like yours.
In the meantime, you might find these articles helpful in customizing reports so you can get the information you need:
I'll also leave this guide about exporting reports if you want to utilize them outside of QuickBooks: Export your reports to Excel from QuickBooks Online.
Feel free to drop by if you have other questions about running reports in QuickBooks. I'll be right here for you.
