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Miriam4
Mar 25, 2020 1:25 PM UTC
Solved

How do I get Totals to show up on a Check Detail Report?

I can't figure out how to get TOTAL to show up on a Check Detail report.  I actually have QuickBooks Desktop.

    Miriam4Answer
    Mar 25, 2020 3:16 PM UTC

    Thank you, RoseMarjorie!  I should've been more specific that I would like to show a GRAND Total of all of the checks, not just for each vendor.  

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    11 replies

    Rose-A
    Rose-A
    Mar 25, 2020 3:08 PM UTC

    It's good to hear from you today, Miriam4.

     

    Let me help you go over to your report and have the totals show up. Once you pull up and run the Check Detail report, you'll be able to see the TOTAL amount every after each transaction.

     

     

    You can also filter the report by Customer or Vendor to show each individual's TOTAL.

     

    Here's how:

     

    1. On the report screen, click Customize Report.
    2. Go to the Filters tab and search for Name.
    3. Choose All customers/jobs.
    4. Hit OK.

    You can get more details in customizing check detail report in the following articles:

     

    If there's anything else I can help you with, please let me know. I'll zip right back to help you out. Keep safe and have a good one!

      Miriam4AuthorAnswer
      Mar 25, 2020 3:16 PM UTC

      Thank you, RoseMarjorie!  I should've been more specific that I would like to show a GRAND Total of all of the checks, not just for each vendor.  

      Rasa-LilaM
      Mar 25, 2020 5:08 PM UTC

      Thanks for adding more details about your concern, @Miriam4.

       

      To display the grand total of all checks, let's run the Custom Report and then refine the information. Here's how:

       

      1. Go to the Reports menu at the top and choose Custom Reports to select Transaction Detail.
      2. When the Modify Report window opens, tap the Filters tab to enter Transaction Type in the Choose Filter field.
      3. From the Transaction Type drop-down, select Check and then hit OK to view the changes.

      When viewing the report again, you’ll see the total amount for all checks.

      I’m also adding a link that provides tips on how to tailor the information on a report: Custom Reports in QuickBooks Desktop.


      Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Enjoy the rest of the day.

        DeniseEA
        Jul 28, 2020 5:09 PM UTC

        Hi,

         

        So there is no way to put a grand total on the Check Detail report?  I do not have the custom report transaction type.

         

        Denise

        @Rasa-LilaM wrote:

        Thanks for adding more details about your concern, @Miriam4.

         

        To display the grand total of all checks, let's run the Custom Report and then refine the information. Here's how:

         

        1. Go to the Reports menu at the top and choose Custom Reports to select Transaction Detail.
        2. When the Modify Report window opens, tap the Filters tab to enter Transaction Type in the Choose Filter field.
        3. From the Transaction Type drop-down, select Check and then hit OK to view the changes.

        When viewing the report again, you’ll see the total amount for all checks.

        I’m also adding a link that provides tips on how to tailor the information on a report: Custom Reports in QuickBooks Desktop.


        Reach out to me if you have any other concerns or questions about QuickBooks. I’m more than happy to assist further. Enjoy the rest of the day.

         

        DeniseEA
        Jul 28, 2020 5:16 PM UTC

        Hi,

        I do not have anything under customized reports.

         

        Denise

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