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January 21, 2024
Question

I am trying to pull up all transactions from last year that are categorized as "stipend" and it is not letting me. What am I doing wrong?

  • January 21, 2024
  • 1 reply
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1 reply

January 21, 2024

Hi, @treasurer148. Let me share some information regarding locating transactions from last year that are categorized as stipends in QuickBooks Online. 

 

To do so, we can pull up the Transaction Detail by Account report in QBO and customize it to view it. Let me show you how.

 

  1. Go to Reports.
  2. On the search field, type Transaction Detail by Account.
  3. Click the Switch to classic view on the report page, 
  4. Select Customize.
  5. On the Customize report window, find the Filter dropdown and tick the Distribution Account.
  6. Choose the appropriate account.

 

From there on, you can now see all the transactions categorized as stipends. 

 

For more details on matching bank and credit card statements, you can check this article: Reconcile an account in QuickBooks Online.

 

Please don't hesitate to get back to us if you have other questions regarding your concern. You can always get back to us by replying to this post. We're always here ready to assist you.