How do I set up a report by category?

I can help you in generating the report that you need, @userdiane-l-wilk.

You can run a Transaction Detail by Account report. It'll show you transactions and total for each account in your chart of accounts. Then, customize the report by grouping it by Account.

Here's how to generate the report:

1. Go to the Reports tab and on the Find report by name field, look for Transaction Detail by Account.
2. On the report, click the Customize button.
3. Click on Filter to expand the options.
4. On the Transaction Type drop-down, select the transaction type you'd like to view.
5. In the Account drop-down, mark the accounts you'd like to view in the report.
6. Click Run report.

You can refer to the following article for more information on running and customizing your reports in QBO: Customize reports in QuickBooks Online.

Once you've created that customized report, you can save them so you can run the same report in the future: Memorize reports in QuickBooks Online.

I'm always here if you needed more help in customizing your reports. Just let me know by leaving a reply below. Take care and have a great rest of the day!