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December 28, 2023
Question

Transaction Detail by Account removed from quickbooks

  • December 28, 2023
  • 1 reply
  • 0 views

transaction detail by account removed from the For my Accountant list of reports in online quickbooks. What report can replace it? General ledger. I'm not an accountant by training.

1 reply

AlcaeusF
December 29, 2023

Hello Eric,

 

Welcome to the Community. I can clarify things about the report you're looking for in QuickBooks Online.

 

The Transaction Detail by Account report is only available in Essentials, Plus, and Advanced versions. If you have Simple Start, the closest report you can use is Transaction List by Date.

 

Check out this article for more details about the reports available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

If you want access to the report and other financial statements, consider upgrading your subscription. Here's how:

 

  1. Log in to QBO as a primary or company admin.
  2. Head to the Gear icon in the upper right and choose Account and settings under Your Company.
  3. Go to the Billing & subscription tab to view your account details.
  4. From there, make sure your payment information is up to date.
  5. In the QuickBooks Online section, click the Upgrade your plan link.
  6. This will direct you to a page that lists the available QBO versions or plans.
  7. Review each one and click the Choose plan link.
  8. Follow the on-screen steps to complete the upgrade process.

 

Also, there are many ways to customize your reports. I've added a link you can visit to learn how to filter data to show specific accounts or customers or format the layout so the correct data shows up in the right place: Customize reports in QuickBooks Online.

 

Comment below if you have additional questions about running QuickBooks. We're always here to help. Take care.