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DeedsMN
February 15, 2023
Question

Report: Transactions by Category - Quickbooks Online Simple Start

  • February 15, 2023
  • 1 reply
  • 0 views

I'm trying to run a transaction report for last year that has Vendor, Amount, Category, Date, Memo.  While I've found several transaction reports none of them allow me to add the category so I can summarize all expenses from last year by category AND list out all the transactions so the managers can confirm they agree with the category/account that the expense was booked to, I've added a screenshot of the columns available.  I can add split and it shows some of the categories but if there are multiple  I've seen several posts going back to 2021 and I don't have any of the reports mentioned.  I'm getting a bit frustrated, it seems like it should be really easy.  Thanks for any help.

1 reply

J
JamaicaA
February 16, 2023
You're right, there are reports available from other subscription that aren't in Simple Start, @DeedsMN.
 
There are slight differences between the features and reports of different versions. To know more about which ones are available for your version, refer to this article: Reports included in your QuickBooks Online subscription.
 
 
You'll want to pull the Transaction Detail by Account report to show the category details. However, this is currently available for Essentials and Plus versions only.
 
To complete your work, you can continue using the transactions reports available for you. If you'd like to consider upgrading your company file to a version of QBO that includes this feature, visit this link: Find a plan that’s right for you.
 
Additionally, I've attached some relevant articles you can utilize to help personalize and manage reports in QBO:
 
 
Here are some video tutorials that can help you get started with QuickBooks Online: Learn about QuickBooks Online with how-to videos.
 
Please know you can continue to reach me here with any additional questions about QuickBooks. I'll be here to help you, wishing you continued success.
M
Mark Schlack
March 9, 2023

I have the essentials subscription and I want to create a similar report to the poster, but cannot find out where. I especially want to be able to subtotal by category.

C
Carneil_C
March 9, 2023

Hi, Mark. 

 

Thanks for chiming in on this thread and sharing your concern about reports. I'll ensure you'll be able to pull up the Transaction Detail by Account report and see the details you need. 

 

With just a few clicks, you'll be able to see the report and modify it to show the subtotal by category. I'll show you how to do it: 

 

  1. Go to the Report on the left menu. 
  2. Enter the name of the report on the search bar. 
  3. Click Customize. 

     
  4. Tick the Rows/Columns and Filter dropdown. 
  5. Check the box for Amount, Transaction type, and Account. 
  6. You may also add other customization filters according to your needs. 
  7. Click Run report to save the changes. 

 

Moreover, I'll be adding again these handy resources that can further help you in your future tasks with reports: 

 

 

If there's anything else you'd like me to clarify about reports, let me know, and I'll help you in any way I can. Keep safe always. 

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