Skip to main content
J
JFquick
February 10, 2022
Question

Transaction detail erport

  • February 10, 2022
  • 1 reply
  • 0 views

Hi

 

I can run the transaction detail report for the same period on two different days and get transactions listed in a different order in each report.

 

Is there a way of getting the report to put transactions in date order, then amount, so that I can at least look down two sets of data that are inthe same order and easily pick out any new transactions?

1 reply

C
Charies_M
February 10, 2022

Good day, JFquick.

 

In QuickBooks Online (QBO), the columns on the Transaction detail report is arranged by default. However, you can export the report as PDF or Excel so you can manually arrange the columns.

 

Here's how:

  1. Go to Reports.
  2. Choose the Custom reports tab.
  3. Click the Edit drop-down from the report you selected. Then select Export As PDF or Export As Excel.

Also, I have articles here about managing reports in QuickBooks Online (QBO) for your reference:

To help you with the future task and tips when using QBO, you might want to visit our Help Articles.

 

The Community is always open if you have other questions. Get back to me if you have one and I'd be happy to help. Wishing you have a wonderful day ahead.

Terms & ConditionsAccessibility statement