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Replying to:
NicoleAscencionS
QuickBooks Team

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I hear your concerns and understand where you're coming from, nsehnert.

 

To ensure that unwanted accounts do not appear, double-check your filters. Make sure to tick the appropriate checkboxes, select the accounts you wish to display from the dropdown menu, and then click Run Report.

 

Furthermore, you can run a Transaction List with Splits report and customize it to show the line item amount and description. Please note that if you have made an expense transaction using category details, it will be under the Account, and if you're using item details, it will be under Product/Service. The line description is also under the Memo/Description.

 

Here's how:

 

  1. Go to Reports.
  2. Type transaction in the search field and choose Transaction List with Splits.
  3. Select Customize.
  4. Click the dropdown beside Rows/Columns.
  5. Tick the checkbox beside the items you want to show.
  6. Hit Run Report.

Additionally, if you want to learn how to save reports you have created, see this material for guidance: Save a customized report in QuickBooks Online.

 

You can circle back to this thread if you need further assistance.

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