Displaying Credit Card Transactions Per Day

By Amelia Dwyer

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To set up a custom report to display credit card transaction totals per day on your QuickBooks application, run a customized Transaction List by Date Report. In order to run that list, click the Reports tab from the left column in QBO, then search for Transaction List By Date in the top bar.

 

 

Then, customize the report by clicking the customize button on the top left

 

 

Click the blue Change Columns button, and a page will open giving you additional customization options. Select payment method from the list on the left, and add it to the list on the right. Click Ok.

 

 

Afterwards, click the drop down list next to Group By, and select Payment Method from the drop down list.

 

Once selected, click Run Report, and a Report will be generated with the different payment methods, including the credit card transactions.

 

For further assistance please contact QuickBooks Online at:

1(800) 914-2688 DNIS:68225



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