Question

Is there a Transaction Register report that will show split details - online version?

Forum|Forum|2 years ago
January 14, 2024
2 replies
0 views

QuickBooks Online

Great to have you here, @COD1. I can definitely share some insights to help you run a report with the split details in QuickBooks Online (QBO).

In QBO, we can pull up the Transaction List with Splits report and then customize it to show the specific details of your transactions. However, please know that this report is exclusive to QBO Essentials, Plus, and Advanced subscriptions. Follow the steps below to proceed:

Go to the Reports menu.
In the search field, you can enter and click on Transaction List with Splits report.
Select the date range from the Report period.
Choose the correct Accounting method.
Tap on the Customize button, then click Filter.
You can also click the Change columns link, then place a checkmark next to the information you want to see.
Choose Run report.

If you want to view the complete transaction details, simply click on the amounts to display the details.

Additionally, you can modify your reports in QuickBooks to show the correct data based on your specific business needs. I've attached the article you can use to change your reports' filters and other information: Customize reports in QuickBooks Online.

Feel free to let me know if you have any further questions or concerns regarding managing your reports in QBO. I'll be available to assist you. Have a great day ahead!

A

Aglcapt

How can I do transaction list with splits report with QB enterprise 24? How do I generate a report showing all inputs of every split entered into an account that can be exported into excel? Ideally, I want this to be included in the transaction report but can’t figure it out.

K

Kinstone

It is a shame that the data we put into SPLIT transactions is not available to us when using Simple Start. Is there any way to get a full dump of data in another way since Intuit holds our data hostage and only allows us to report on it correctly by paying a much higher monthly fee. There should be a way for us to access the data.

C

CharleneMaeF

I hear your sentiments, Kinstone. I completely understand the importance of having a report that'll help you view all your split transactions.

While the Transaction List with Splits is unavailable in the Simple Start version, we can run and customize the Transaction List by Date instead. I'll show you how:

Go to the Reports menu.
Type in Transaction List by Date in the Search field.
If you're in the modern interface, click Switch to classic view.
Select Customize.
Modify the dates.
Under Row/Columns, place a checkmark beside Split, then reorder the other fields.
You can also go to Filter to decide which data you want to view.
Once done, hit Run report.