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MichelleMM1
June 21, 2021
Solved

Number of transactions entered

  • June 21, 2021
  • 3 replies
  • 0 views

I can't seem to find in QuickBooks Desktop a report that will give me the number of transactions I enter for a given period of time.  I need to know how many bills I enter weekly.  It would also be helpful to know how many credit card transactions I enter monthly.  Thank you!  Michelle

Best answer by BigRedConsulting

There aren't any reports in QuickBooks that will count the number of transactions in this way.  I think the only way to get that is to create a transaction report, filtered for Detail Level = Summary (so each transaction appears as only one row), and for the transaction type(s) desired and send it to Excel. Then count the rows there, which will equal the number of transactions recorded for the period.

3 replies

BigRedConsulting
BigRedConsultingAnswer
June 21, 2021

There aren't any reports in QuickBooks that will count the number of transactions in this way.  I think the only way to get that is to create a transaction report, filtered for Detail Level = Summary (so each transaction appears as only one row), and for the transaction type(s) desired and send it to Excel. Then count the rows there, which will equal the number of transactions recorded for the period.

    S
    SarahannC
    June 21, 2021

    Hello there, @MichelleMM1.

     

    At this time, QuickBooks Desktop reports don't have a specific option to generate the total number of transactions you've entered.

     

    As a workaround, you can run a Transaction report (Transaction List by Vendor report) and customize it to a particular type of transaction and report period, as suggested by 

    BigRedConsulting. Here's how:

     

    1. Go to the Reports menu.
    2. Under Vendors & Payables, select Transaction List by Vendor.
    3. Click the Customize button.
    4. In the Filter tab, search for Transaction Type. Then, select Bill or any type of transaction you want.
      In the Display tab, set your desired period.
    5. Click OK.

     

    Once done, export it to Excel by clicking the Excel drop-down arrow. Then, select Create New Worksheet. From there, you'll be able to see the number of transactions you created.

     

    If you're looking for more insights about managing reports in QuickBooks Desktop, the articles below will surely help you gather the details you need about the reports.

     

     

    Also, you may consider visiting our QuickBooks blog for current updates about its news and product improvements. Here's a direct link that you can use: Product Updates. 

     

    Don't hesitate to comment below if you have other concerns. The Community team is always here to help in any way that we can. Take care and stay safe!

    M
    MB_BCE
    October 24, 2022

    It would be nice to this graph/features. In today's world Quicken is quickly getting left behind. Basic analytics is missing. Not that hard to create a chart to compare number of transactions per month/quarter/year, average value per transaction per month/quarter year and compare it across time to see how the business is performing.

     

    That's just the most basic feature even paypal provides.

    J
    JamaicaA
    October 24, 2022

    That’s a great idea, @MB_BCE. 

     

    We recognize that each company has unique needs. I can see how these features would benefit and empower your business. Rest assured that I’ll route you to the right place to submit your request.

     

    I want you to know that your opinion is important to us and we value it. With this, I’d suggest sending feedback request to our product development team. They look through them for future updates and use those suggestions to develop changes for the product.

     

    Here's how:

     

    1. Go to the Help > Send Feedback Online > Product Suggestion.
    2. Enter the details of your request.
    3. Click Send Feedback.

     

    You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments. They update the site every time new information is available.

     

    You’ll want to view these resources about managing reports in QuickBooks Desktop:

     

     

    Know that you're always welcome to post here again if you need help performing specific tasks in QuickBooks. I’ll be around to assist you. Take care.

    A
    AndrewG945
    September 28, 2024

    Every year I am becoming more and more disappointed with Quickbooks.  From being forced to eventually use the online version,  to being overpriced,  to not even being able to get a "transaction entered" amount in order to determine if bookkeepers are doing their work.  As Quickbooks evolves,  it becomes more and more incapable.  You are forgetting the small business.  I am starting to believe there must be a better way.  

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