Skip to main content
October 1, 2020
Question

How do I create a report of transactions done through quickbooks?

  • October 1, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

October 1, 2020

Hi cortex,

 

The Reports feature in QuickBooks allows you to seamlessly run and manage a variety of reports while working on other things. I'd be glad to assist with sharing more info about reports in QuickBooks. 

 

Based on what you've described, I recommend running a Transaction Detail by Account report. This report shows transactions and the total for each account in your chart of accounts. To run this report, click Reports from the left menu and enter the report name in the search field. Once you have the report open you can customize it to your liking by following this article here. You can check out more reports right from the Reports screen if you'd like. 

 

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link.

LeithG
October 1, 2020

Hi cortex:

 

From the Reports tab if you scroll down to the For my Accountant section, there are several different Transaction reports; Recent, Detail by Account, List by Date, etc.  When you run any of these reports you can then adjust the date range, or use the Customize button as necessary to get what you're after.

 

Hope this helps!