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Replying to:
ReymondO
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Good day, @Mark Schlack

 

Thanks for getting back to this thread. Allow me to help you accomplish your task in QuickBooks Online (QBO). 

 

Are you trying to filter the report only by categories? If yes, we can customize the report to show the accounts you want to review in QuickBooks. Simply open the report and filter your transaction type and distribution accounts. 

 

Let me show you how:
 

  1. Go to the Report on the left menu.
  2. Open the Transaction Detail by Account report.
  3. Click Customize.
  4. Go to the Filter section, then check the Transaction Type and Distribution Account boxes.
  5. Check the boxes for the transaction type and distribution accounts you wanted to show in the report.
  6. Select Run report.

transactions.PNG

You should now see the specific accounts and categories in the Transaction Detail by Account report.

 

For additional guidelines, please can check out this article on how to customize reports and focus on the details that matter the most to you.

 

Moreover, you can save your customized settings in QuickBooks. That way, it would be easier for you to review your data in QuickBooks.

 

I'm all ears if you have other concerns when reviewing accounts and categories. If you happen to come across any difficulties while recording your succeeding transactions, let me know and I'll work with you again.

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