FritzF
Moderator

Payments

Thanks for getting back to us, @R-S29.

 

While the option to show the totals for each job isn't available in the custom Transaction Detail report that you've pulled up, you can use the Profit and Loss by Job report instead.

 

All you need to do is filter the Transaction Type to credit card and it will display the totals for each specific job. Here's how:

 

  1. Go back to the Reports menu at the top.
  2. In the drop-down, select Company & Financial, then Profit and Loss by Job
  3. Tick the Customize Report option at the upper left and proceed to the Filters tab.
  4. Locate the Transaction Type, then pick Credit Card in the drop-down.
  5. Hit OK to refresh the report.

 

For more in-depth information about managing reports in QuickBooks Desktop (QBDT), I suggest checking out these articles:

 

 

Reach out to me in the comment section below if you have any additional concerns. I'll be here to help. Have a good one!