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kucelkj
June 29, 2021
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How can I see all QB desktop transactions for a given day?

  • June 29, 2021
  • 1 reply
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How do I see all QB desktop transactions for a given day?  I added 

 

Here's what I've done so far... Reports > custom reports > transaction detail.

Then choose today's date range.

Put check mark under "Last modified by" then click okay.

I can only see invoices.  Earlier today I choose banking > transfer funds then made entry for funds transfer between accounts and saved my work.

However, I don't see that transfer on transaction detail report.

 

I want to run a report to see EVERYTHING THAT WAS DONE TODAY!  How do I accomplish that?

 

Thanks,

 

-Ken

Best answer by JessT

Hi Ken,

 

You're actually on the right track. Kindly double-check the date of the transfer transaction. It should be within the date range on your report. If it's within the range, try recreating it or run the Verify and Rebuild data utilities to check for issues.

 

You can also change the Detail Level of the report to Summary only. That way, you will only see a single line for each transaction, not the journal. 

  1. Click on Customize Report.
  2. Click Filters and search for the Detail Level filter.
  3. Choose Summary only and click OK.

Here's an article for your additional reference: Customise report in QuickBooks Desktop.

 

If you need more help, feel free to reach back out. Have a nice day and take care!

1 reply

JessT
JessTAnswer
June 29, 2021

Hi Ken,

 

You're actually on the right track. Kindly double-check the date of the transfer transaction. It should be within the date range on your report. If it's within the range, try recreating it or run the Verify and Rebuild data utilities to check for issues.

 

You can also change the Detail Level of the report to Summary only. That way, you will only see a single line for each transaction, not the journal. 

  1. Click on Customize Report.
  2. Click Filters and search for the Detail Level filter.
  3. Choose Summary only and click OK.

Here's an article for your additional reference: Customise report in QuickBooks Desktop.

 

If you need more help, feel free to reach back out. Have a nice day and take care!

K
kucelkjAuthor
June 29, 2021

My date range was the issue.  Wow, thank you so much.  That was my first question I posted and got a quick answer!  Thanks so much!!!

 

-Ken

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