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July 22, 2020
Question

Run Reports by Category

  • July 22, 2020
  • 1 reply
  • 0 views

Morning All

 

I would like to try and run a report by category and I seem to be struggling.  I have been into the customization area but not really sure what I should change it to?  I have recently added 7 months worth of invoices to Quickbooks and I am concerned that due to the volume I may well have put a few invoices into the wrong category.  I have already found the gas bill in payroll, so I want to make sure I have coded everything correctly before it goes to my accountant.  Thanks very much 

1 reply

July 22, 2020

Hi farmgirlkent69 You could run a transaction list by date > select all dates > customise > transaction type and include the type of transaction you would like to include > run report.