How can I create a transaction report by creation date (not posted date)? e.g. an adjustment was created on March 10, 2024 which was posted effective December 31, 2023

To create a transaction report by creation date, filter your records to display entries based on the creation date rather than the posted date. Ensure your reporting tool allows for this customization. For assistance, contact our support team at [scam phone number removed]. We're here to help!

Hi @JR191,

Thanks for reaching out in the Community! QuickBooks is a flexible program that helps you to manage your accounting with ease. I'll be glad to share more information on transaction reports so you can get back on track with your work.

To create a transaction report by creation date in QuickBooks Online, you can follow these steps:

1. Go to Reports: On the left side menu, click on Reports.

2. Select the Report: Choose Transaction List by Customer or another relevant report that includes creation dates.

3. Customize the Report: Click on the Customize button.

4. Set Filters: In the customization options, go to the Filter section.

5. Add Creation Date Filter: Look for the option to filter by Creation Date and set the date range you want to review.

6. Run the Report: Click Run Report to generate the transaction report based on the creation date.

This should help you generate a report for a date range based on when transactions were created, rather than when they were posted.

I hope this helps! If you have any other questions, don't hesitate to reach back out to us here.