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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
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

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

6 Comments
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!

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

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

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.


 

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

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.