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January 23, 2022
Question

Not a new Transfer I want to create, dear chatbot - but a list of the historical Transfers (from the Current Account covered by QB into the Credit Card account QB covers

  • January 23, 2022
  • 1 reply
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I hope the above covers it succinctly?

1 reply

DivinaMercy_N
January 23, 2022

I'd be happy to help you get the list you need, @mail40.

 

You can run the Transaction Detail by Account report and customise it. Let me walk you through the process.

 

  1. Sign in to your QuickBooks Online (QBO) account and click the Reports menu.
  2. Next, scroll down to the For my Accountant section and look for the Transaction Detail by Account report.
  3. Select the report to open.
  4. Then, select the Customise button.
  5. In the Report period field, set the correct date range for the transfers.
  6. Then, go to the Filter section. Check the Transaction Type box and choose Transfers from the selection. 
  7. Next, tick the Distribution account box and select the Current account or the Credit card account. Since the option to show only transfers from the two accounts (Current to Credit Card) is unavailable. 
  8. Once done, select Run report.
  9. Then, export the report to excel to remove other accounts and display only the transfers created with the credit card account. 

 

Here's the link for the detailed instructions in customising your report: Customise reports in QuickBooks Online. It also includes steps on how you can share custom reports.

 

Also, you'll want to save the changes to apply the same format in the future. To do so, you can simply click the Save customisation button.

 

Keep me posted if you have any other questions about getting a list of your historical transfers. I'm just a few clicks away to help you once more. Wishing you all the best for your business.