Transaction Detail by Account Custom Format

Serguei · ‎June 30, 2020

Hello,

I need to run a transaction detail report that includes all expense accounts but I am looking for a specific format so I can easily pivot the data.

This is the format I need to create a pivot table by account easily. Is there a way to run a report like this with the expense account number next to each transaction and no totals? Just a list of all expense transactions with the account number next to each transaction.

Thanks.

IamjuViel · ‎June 30, 2020

Hello, @Serguei.

You can customize the Transaction Detail by Account report. I can guide you on how to do it.

Open the Transaction Detail by Account report.
Click the Customize button.
From the Rows/Columns section, click the Change Columns link.
Mark the tick box of the columns or the information you want to include in the report.
Hover your mouse cursor to the square of dots beside the tick box for each column.
- This way, you can change the order of the columns.
Drag and drop it to your desired order.
From the Group by drop-down, select None.
Click the Run Report button.

You can save the customisation you've made for future use. Also, you download and email the report.

Fill me in if you have other questions about generating reports in QuickBooks. I'm always here to help.