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August 25, 2022
Question

Is there a way to pull or run and end of the day report on credit cards that have been pd

  • August 25, 2022
  • 1 reply
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1 reply

August 25, 2022

Yes, you can pull up an end-of-day paid credit card report in QuickBooks Online (QBO), @bvoiles-kerrigan

 

Let's run and customize the Transaction Detail by Account report to today's (current) date, add the Payment Method column, and filter the type of payment to get the data you need. I'll guide you on how.

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Use the Find report by name search bar to search for the Transaction Detail by Account report and select it to open.
  3. Select Customize.
  4. Set the Report period to Today in the General section.
  5. In the Rows/Columns section, select the Payment Method checkbox.
  6. In the Filter section, choose the payment (CC) type in the Payment Method drop-down field.
  7. Click Run report.

 

You can read this article for the complete guide to getting the most out of your financial reports in QBO: Customize reports in QuickBooks Online.

 

Also, you may want to check out one of our Help pages as your reference to guide you in creating and managing reports to fit your specific needs in QBO: Reports help for QuickBooks Online.

 

Let me know in the comments if you have other reporting concerns or questions about managing transactions in QBO. I'll gladly help. Take care, and have a great day, @bvoiles-kerrigan