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August 8, 2022
Question

I need to create a report for my credit card account that includes charges that have not been reviewed yet. I can create the report for charges that I have alre

  • August 8, 2022
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1 reply

katherinejoyceO
August 8, 2022

Hello there, @fergy

 

It's nice to have you here in the Community. I'm delighted to work with you in customizing a report that will show your credit card report with unreviewed transactions. 

 

Here's how: 

 

  1. Go to the Accounting menu on the left panel, then select Chart of Accounts.
  2. Click the View register drop-down, then choose Run report
  3. Select the Date in the Report period option.
  4. Click the Customize button, then click the Filter drop-down.
  5. Scroll down, then find the Cleared category and click the All drop-down.
  6. Select Uncleared.
  7. Click Run report

 

From there, you can see all transactions that aren't categorized/added to your books yet.

 

For future reference, you can visit this article to learn more about customizing reports in QuickBooks Online.

 

Let me know if there's anything else that I can help with your credit card report, @fergy. I'm always around to assist.