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Miriam4
Level 1

How do I get Totals to show up on a Check Detail Report?

I can't figure out how to get TOTAL to show up on a Check Detail report.  I actually have QuickBooks Desktop.

Solved
Best answer March 25, 2020

Best Answers
Miriam4
Level 1

How do I get Totals to show up on a Check Detail Report?

Thank you, RoseMarjorie!  I should've been more specific that I would like to show a GRAND Total of all of the checks, not just for each vendor.  

View solution in original post

Rasa-LilaM
QuickBooks Team

How do I get Totals to show up on a Check Detail Report?

Thanks for adding more details about your concern, @Miriam4.

 

To display the grand total of all checks, let's run the Custom Report and then refine the information. Here's how:

 

  1. Go to the Reports menu at the top and choose Custom Reports to select Transaction Detail.
    cust1.png
  2. When the Modify Report window opens, tap the Filters tab to enter Transaction Type in the Choose Filter field.
    cust2.png
  3. From the Transaction Type drop-down, select Check and then hit OK to view the changes.
    cust3.png

When viewing the report again, you’ll see the total amount for all checks.
cust.png
I’m also adding a link that provides tips on how to tailor the information on a report: Custom Reports in QuickBooks Desktop.


Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Enjoy the rest of the day.

View solution in original post

10 Comments 10
Rose-A
Moderator

How do I get Totals to show up on a Check Detail Report?

It's good to hear from you today, Miriam4.

 

Let me help you go over to your report and have the totals show up. Once you pull up and run the Check Detail report, you'll be able to see the TOTAL amount every after each transaction.

 

 

You can also filter the report by Customer or Vendor to show each individual's TOTAL.

 

Here's how:

 

  1. On the report screen, click Customize Report.
  2. Go to the Filters tab and search for Name.
  3. Choose All customers/jobs.
  4. Hit OK.

You can get more details in customizing check detail report in the following articles:

 

If there's anything else I can help you with, please let me know. I'll zip right back to help you out. Keep safe and have a good one!

Miriam4
Level 1

How do I get Totals to show up on a Check Detail Report?

Thank you, RoseMarjorie!  I should've been more specific that I would like to show a GRAND Total of all of the checks, not just for each vendor.  

View solution in original post

Rasa-LilaM
QuickBooks Team

How do I get Totals to show up on a Check Detail Report?

Thanks for adding more details about your concern, @Miriam4.

 

To display the grand total of all checks, let's run the Custom Report and then refine the information. Here's how:

 

  1. Go to the Reports menu at the top and choose Custom Reports to select Transaction Detail.
    cust1.png
  2. When the Modify Report window opens, tap the Filters tab to enter Transaction Type in the Choose Filter field.
    cust2.png
  3. From the Transaction Type drop-down, select Check and then hit OK to view the changes.
    cust3.png

When viewing the report again, you’ll see the total amount for all checks.
cust.png
I’m also adding a link that provides tips on how to tailor the information on a report: Custom Reports in QuickBooks Desktop.


Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Enjoy the rest of the day.

View solution in original post

DeniseEA
Level 1

How do I get Totals to show up on a Check Detail Report?

Hi,

 

So there is no way to put a grand total on the Check Detail report?  I do not have the custom report transaction type.

 

Denise


@Rasa-LilaM wrote:

Thanks for adding more details about your concern, @Miriam4.

 

To display the grand total of all checks, let's run the Custom Report and then refine the information. Here's how:

 

  1. Go to the Reports menu at the top and choose Custom Reports to select Transaction Detail.
    cust1.png
  2. When the Modify Report window opens, tap the Filters tab to enter Transaction Type in the Choose Filter field.
    cust2.png
  3. From the Transaction Type drop-down, select Check and then hit OK to view the changes.
    cust3.png

When viewing the report again, you’ll see the total amount for all checks.
cust.png
I’m also adding a link that provides tips on how to tailor the information on a report: Custom Reports in QuickBooks Desktop.


Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Enjoy the rest of the day.


 

DeniseEA
Level 1

How do I get Totals to show up on a Check Detail Report?

Hi,

I do not have anything under customized reports.

 

Denise

IamjuViel
QuickBooks Team

How do I get Totals to show up on a Check Detail Report?

It's great to have you here, @Denise.

 

The steps shared by my colleague, @Rasa-LilaM is for QuickBooks Desktop. You can generate and customize the Transaction Detail by Account report in QuickBooks Online. This way, you'd see a list of your check transactions and its total. Let me guide you on how to do it.

  1. Go to the Reports menu.
  2. Scroll to the For my Accountant section.
  3. Double-click on the Transaction Detail by Account report.
  4. Click the Customize button.
  5. From the Filter section, mark the Transaction Type.
  6. Select Checks from the  Transaction Type drop-down.
  7. Click the Run Report button.

You can save the customization you've made. Also, you can read through these articles to learn more about maximizing the report features in QuickBooks:

Always feel free to visit us here again if you have other questions. I'm always here to help.

KP47
Level 1

How do I get Totals to show up on a Check Detail Report?

I have not been able to get a total of checks written for the year by following directions detailed in this discussion....have tried everything. I get a report with no vendors shown, no check detail and no amounts at all. I am running Quickbooks 2013 & thought about updating program to current version, but if I cannot get a simple report with totals I will not. We are a small company, 2 employees & Quickbooks has lots of wonderful features (I have been using it for 8 years) but it shouldn't be this complicated to get a report, any report with totals. I ran our previous company on One Write Plus & no matter what report I needed, it always had totals....um that is the point of having accounting software...I have to do my year end close by hand as Quickbooks give no totals.

Angelyn_T
QuickBooks Team

How do I get Totals to show up on a Check Detail Report?

Hi there, @KP47.

 

I can help you with running your report accordingly.

 

Usually, the Custom Transaction Details Report will only give you a total of all transactions when the date is set to All. If you use a customized date, the total amount will only be within the period selected. I've added these screenshots as your visual references.

 

On the other hand, make sure to add the Name and the Amount column, so the vendors and amounts aren't missing on the report. Then, filter the Transaction Type to Check.

 

Here's how:

 

  1. From the report's page, go to the Customize Report tab.
  2. Go to the Display column, then add the Name, and Amount column.
  3. Switch to the Filter tab, then select Check for the Transaction Type.
  4. Click OK.

 

For additional resources about running and customizing reports in QuickBooks Desktop, you can open this link: Understand reports (QBDT US article but works the same with Row).

 

If you have any other questions about running the check details report, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

exbrooklyn98
Level 1

How do I get Totals to show up on a Check Detail Report?

I am pulling my hair out. I did this Custom Transaction Detail report last year for specific vendors and it gave me a total. Unfortunately, I did not memorize that report and I am trying to do the same thing now and no matter what I do I CANNOT get a total. It gives me two line items for each check - which I do not want - I just want a list of the checks for these vendors within a specific time frame with a total at the bottom. I did the report with Multiple Names filters and TransactionType as check. In DISPLAY I have Type, Date, Num, Name, Memo, Account, Split, Amount and Balance. But I still can't get the thing to give me totals! How the heck did I do it last year and I can't do it now? (QB Desktop Pro Plus 2020). PLEASE HELP!!!!

Evanscab
Level 1

How do I get Totals to show up on a Check Detail Report?

I just recently updated to QB Desktop Pro 2021, and now my memorized reports won't run. I happened to stumble on a report that may help you as I was looking at the Contributed Reports. Look at CR1544 - Bank Accounts Register; this is not exactly what I had before, but it DOES have a total. I had to change the filters for checks under transaction type, but maybe this will help.