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January 14, 2024
Question

I'm trying to find a summary of all 2022 credit card transactions online in quickbooks

  • January 14, 2024
  • 1 reply
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How can I find where to find my 2022 list of expenses on Credit card

1 reply

AlverMarkT
January 14, 2024

Hello, @mindy31. Welcome to the QuickBooks Community. 

 

I can suggest a report that shows a summary of all your 2022 credit card transactions online in QuickBooks Online (QBO). 

 

To do this, you can run a "Transaction Detail by Account" report. This report provides information about each transaction that can be crucial when reviewing your expenses. Here are the steps: 

 

  1. In your QBO account, go to Reports.
  2. In the Find report by name search field, type "Transaction Detail by Account" and select the report. (For better navigation, click on Switch to classic view.)
  3. Set the date range.
  4. Click on Customize, and scroll down to the Filter section.
    1. Put a checkmark on Account, and select the credit card account linked to QBO from the drop-down list. 
    2. Put a checkmark on Transaction Type, and select Credit card expense.

 

After this, you can further customize the report to display the information that matters to you the most: Customize reports in QuickBooks Online.

 

We're always here in the Community should you need further assistance running a report that displays the list of expenses on your credit card account. We'll do our best to assist. Take care.