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September 23, 2024
Question

Does anyone know how to run a report of just Credit Card Income for a company?

  • September 23, 2024
  • 1 reply
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1 reply

September 23, 2024

It's great having you here in the Community, @VBK.

 

Let me guide you in generating a report showing the credit card income in QuickBooks Online (QBO).

 

QuickBooks Online provides various reports to help you track the payments you receive. Instead, we can access the Transaction Detail by Account report. After that, you need to customize it to display the payment method for each transaction.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the Search field, type Transaction Details by Account and select it to open.
  3. Click to Switch to classic view
  4. From there on, select Customize.
  5. On the Customize report window, edit the Report period.
  6. Once done, click the Filter dropdown.
  7. Tick the Transaction type, then select Credit Card Payment in the dropdown.
  8. After that, click Run Report.

 

To learn more about customizing the report based on your needs, see this resource: Customize reports in QuickBooks Online.

 

Additionally, you can memorize this report. This feature streamlines the entire customization process and saves you the hassle of redoing it.

 

If you need further assistance managing reports, please don't hesitate to contact us. I'm all ears if you have one. Have a great day ahead!