Hello there, Toni.
Let me join the thread and answer your question.
In QuickBooks Online (QBO), you can pull up the Transaction Detail by Account report to display the transactions and totals for each account in your chart of accounts. This makes it convenient for you to identify the category for each transaction.
To run the report, here's how:
- Go to the left menu and select Reports.
- Enter Transaction Detail by Account in the search box and open the report.
- Set the Report period and Accounting method.
If you wish to personalise the report to display the specific information you need, such as adding new columns and rows in QuickBooks, you can refer to this article for more details: Customise reports in QuickBooks Online.
Feel free to use the Reply button below if you have further questions, Toni. We're here to help.
