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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Rea_M
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Yes, the same report is available in QuickBooks Online (QBO), @aiwapro

 

Let me help you pull up the report you need so you can monitor your cash flow and manage your transactions accordingly.

 

In QBO, you can find a variety of financial reports that can give you snapshots of different areas of your business. You can pull up the Transaction Detail by Account report and customize it so you can focus on the details you needed the most. It has a Name column and you're able to filter it to include the Customer:Job info.  To do this, here's how:

 

  1. Go to Business overview, then select Reports, or go to Reports.
  2. Type in the word Transaction in the Search box, then select the Transaction Detail by Account report.
  3. Select the Customize button to filter the info you need.
  4. Click Run report.

 

Once you're done, you can memorize the said report to save its current customization settings. You can learn more about this process by checking out this article: Memorize reports in QuickBooks Online.

 

Also, you may want to checkout one of our Help articles as your reference to see the complete list of reports available for your version of QBO: Reports included in your QuickBooks Online subscription.

 

Please let me know if you have other reporting concerns or questions about managing transactions in QBO. I'm always ready to help. Take care, and I wish you continued success, @aiwapro

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