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Feb 18, 2022 4:36 AM UTC
Question

I want to simply find out what I spend on credit cards in a calendar year. So a report that filters out the credit card payments but not the credit card credits

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1 reply

RenjolynC
Feb 18, 2022 6:57 AM UTC

Hello, jonesdds.

 

I'll be happy to walk you through the steps.

 

You can run the Transaction Detail by Account. Then, customize the report to only show the credit card accounts and payments.

 

Here's how:

 

  1. Go to Reports on the left panel.
  2. Type Transaction Detail by Account in the search field.
  3. Set the Report period and click the Customize button.
  4. Go to the Filter section and select Credit Card Payment from the Transaction Type drop-down menu.
  5. Select the credit card accounts from the Account drop-down list.
  6. Click Run report.

I've got this sample screenshot for a visual reference: 

 

 

To learn more about the different reports and how you can customize them in QuickBooks Online, please check out these articles:

 

Please let me know if you have more questions about reporting or other concerns. I'm always around to help. Have a good day ahead.