I've got you covered, Steve. I understand how important it is for you to pull up a specific report.
To access the Purchases By Product/Service Detail Report or the Transaction Detail List by Account in QuickBooks Online (QBO), you can easily search for them using the Search bar icon. Once you've found the report, you can customize or filter its contents according to your needs.
Here's how to do it:
- Go to the Reports menu on the left navigation panel.
- Click on the Search bar icon.
- Type the report you need, such as Purchases By Product/Service Detail Report.
- If you're using the Modern View, you can modify your report by using the Filter, General options, and Columns.
- To add a Memo/Description, click the Filter dropdown and search for it.
- Once you've customized the report, you can click on the Export/Print dropdown and choose to Export to Excel, Export to CSV, or Print/Save as PDF.
If you're unable to access the report, try using other supported web browsers or private browsers to eliminate any browsing history or cached files causing the issue. Here are the shortcut keys for accessing private browsers:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + N
- Safari: press Command + Shift + N
In addition, if you need more help running reports in QuickBooks Online, you can check out this material: Run reports in QuickBooks Online.
Let me know if you need further assistance. I'm always here to help you.
