Credit card charges

Let me guide you on generating a report summarizing all credit card charges for a specific year in QuickBooks Desktop for Mac, @Jane29.

QuickBooks offers various reporting options to cater to your business needs, including tracking expenses, monitoring income, and keeping an eye on inventory. One helpful feature is the Transaction Detail list, which you can customize to display credit card charges.

Here's how:

1. From the Reports menu, choose Transaction Detail.
2. Click the Customize Report button.
3. Go to the Display tab, update the Report Date Range and Report Basis, and add or remove columns.
4. Tap the Filters tab and click on Account.
5. Use the Account drop-down to select the credit card account or multiple accounts.
6. Once done, scroll down the filters and find Transaction Type.
7. Select a transaction or pick multiple accounts by marking the boxes following the transactions you want to see.
8. Once done, tap OK to run the list.

Moreover, you can use the Memorize report. This feature simplifies the customization process, allowing you to concentrate on other essential tasks. To view your saved reports, go to Reports > Memorized Reports.

For more in-depth information about modifying and memorizing QuickBooks Desktop reports:

• Customize reports in QuickBooks Desktop for Mac
• Create, access and modify memorized reports

Don't hesitate to ask if you need further help generating a report. The community is always ready to help. I wish you and your business great success!

Hello @Jane29 , your best option would be to create a custom report and then memorize it for later.  You can try the following to see if this will work for you.

1.  go to Reports > select Custom Summary Report

2.  in Customize on the right side panel click the Options tab

3.  change the Row Axis to be Account List, and Columns to be Year (if you would like to see a yearly comparison, if not set it to 'Total Only')

4.  change your Date to be for the time period you would like

5.  click to the Filters tab

6.  change the Account filter to be 'All credit cards'

This should generate a report that will have the Totals of each credit card for the time period you would like.  If this is what you like, you can then memorize it for later use so you do not have to recreate it each time you need it.  From this report, you can also zoom in on the credit card balance to see the details of what is making up the balance.

If you need to see a full list of transactions for each credit card you can try this as well (the previous report I mentioned only showed a balance of the accounts).

1.  go to Reports > Custom Transaction Detail Report

2.  on the Options tab change the Total By to be Account List

3.  set your Date range

4.  go to the Filters tab

5.  add the following Filters

- Account = All credit cards

- Detail Level = Summary Only

This should generate a report similar to what I've attached below (I did modify the displayed columns on the Options tab)