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CollaborateArch
February 6, 2024
Question

No Billable column in transaction report

  • February 6, 2024
  • 1 reply
  • 0 views

Hello! 

I am trying to run a transaction list report of a bank account and see all of the items in the account that were marked as billable. However, when i run a "transaction list by account" report, there is no option in the columns for "billable". Am I missing something? How can I identify which transactions were billable or not? I am using quickbooks desktop Pro Plus. Thank you!

1 reply

E
Ethel_A12
February 6, 2024

Welcome to the Community, @CollaborateArch.

 

I'll help you run a Transaction List report that will show the billing status in QuickBooks Desktop.

 

You can run a Transaction List by Customer report. Customize the report to add a column for Billing Status.

 

Here's how:

 

  1. From the top menu, choose Reports.
  2. Hover your mouse to the Customers & Receivables.
  3. Select Transaction List by Customer.
  4. Click the Customize Report button.
  5. Under the Display tab, tick the checkbox for the Billing status.

 

For future reference, you can read these articles about managing reports in QuickBooks Desktop: 

 

 

Feel free to click the Reply button below if you have questions about running reports in QuickBooks Desktop. I'm always here to help. Have a great day.

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