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1 | ---> Take Hector's QuickBooks Online - Custom Reports Master Class for $200 | ||||||||||||||||||||||||||
2 | Report Group | Report Name (with Hyperlink) | Advanced | Plus | Essentials | Simple Start | Description | To purchase my Google Chrome shortcuts that include all these reports, go to: https://hectorgarcia.teachable.com/p/qboshortcuts | Y= Available in the Reports Menu N= Not Available, but can be accessed via the link N/A = The feature is not included in the QBO version Y* = Available when you turn on Payroll service | ||||||||||||||||||
3 | Business Overview | Audit Log | Y | Y | Y | Y | Shows everything that has happened in your company file so you always know who's been in QuickBooks and what they've done. | https://app.qbo.intuit.com/app/auditlog | |||||||||||||||||||
4 | Business Overview | Balance Sheet Comparison | Y | Y | Y | N | What you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year. | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_COMP& | |||||||||||||||||||
5 | Business Overview | Balance Sheet Detail | Y | Y | Y | Y | A detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity). | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_DET& | |||||||||||||||||||
6 | Business Overview | Balance Sheet Summary | Y | Y | Y | N | A summary of what you own (assets), what you owe (liabilities), and what you invested (equity). | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_SUM& | |||||||||||||||||||
9 | Business Overview | Balance Sheet | Y | Y | Y | Y | What you own (assets), what you owe (liabilities), and what you invested (equity). | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET& | |||||||||||||||||||
10 | Business Overview | Business Snapshot | Y | Y | Y | N | Charts and graphs of your income and expenses and how they've change over time. | https://app.qbo.intuit.com/app/report?rptId=COMP_SNAPSHOT& | |||||||||||||||||||
11 | Business Overview | Profit and Loss as % of total income | Y | Y | Y | Y | Your expenses as a percentage of your total income. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_PCT_TOT_INC& | |||||||||||||||||||
12 | Business Overview | Profit and Loss Comparison | Y | Y | Y | N | Your income, expenses, and net income (profit or loss) compared to last year. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_COMP& | |||||||||||||||||||
13 | Business Overview | Profit and Loss Detail | Y | Y | Y | N | A detailed view of your income, expenses, and net income (profit or loss). Shows individual transactions. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_DET& | |||||||||||||||||||
14 | Business Overview | Profit and Loss year-to-date comparison | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss) compared to this year so far. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_YTD_COMP& | |||||||||||||||||||
16 | Business Overview | Profit and Loss by Customer | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss) by customer. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BYCUST& | |||||||||||||||||||
18 | Business Overview | Profit and Loss by Month | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss) by month. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_MONTH& | |||||||||||||||||||
19 | Business Overview | Profit and Loss by Tag Group | Y | Y | Y | Y | Your income, expenses, and net income listed by tag group. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_TAG_TYPE& | |||||||||||||||||||
20 | Business Overview | Profit and Loss | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss). Also called an income statement. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL& | |||||||||||||||||||
21 | Business Overview | Quarterly Profit and Loss Summary | Y | Y | Y | Y | A summary of your income, expenses, and net income (profit or loss) by quarter. | https://app.qbo.intuit.com/app/reportv2?rptId=QRTR_PANDL& | |||||||||||||||||||
22 | Business Overview | Statement of Cash Flows | Y | Y | Y | Y | Cash flowing in and out from sales and expenses (operating activities), investments, and financing. | https://app.qbo.intuit.com/app/reportv2?rptId=CASH_FLOW& | |||||||||||||||||||
23 | Who Owes You | Accounts receivable aging detail | Y | Y | Y | N | Unpaid invoices, grouped by days past due. | https://app.qbo.intuit.com/app/reportv2?rptId=AR_AGING_DET& | |||||||||||||||||||
24 | Who Owes You | Accounts receivable aging summary | Y | Y | Y | Y | Unpaid balances for each customer, grouped by days past due. | https://app.qbo.intuit.com/app/reportv2?rptId=AR_AGING& | |||||||||||||||||||
25 | Who Owes You | Collections Report | Y | Y | Y | Y | Overdue invoices with due dates, days past due, and totals for each customer. | https://app.qbo.intuit.com/app/reportv2?rptId=COLLECTIONS& | |||||||||||||||||||
26 | Who Owes You | Customer Balance Detail | Y | Y | Y | N | How much each customer owes you. Shows individual invoices. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_BAL_DET& | |||||||||||||||||||
27 | Who Owes You | Customer Balance Summary | Y | Y | Y | Y | How much each customer owes you. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_BAL& | |||||||||||||||||||
28 | Who Owes You | Invoice List | Y | Y | Y | Y | Your invoices, ordered by date. | https://app.qbo.intuit.com/app/reportv2?rptId=INVOICE_LIST& | |||||||||||||||||||
29 | Who Owes You | Invoices and Received Payments | Y | Y | Y | Y | Payments you’ve received and the invoices that go with them. | https://app.qbo.intuit.com/app/reportv2?rptId=INVOICE_PAYMENT& | |||||||||||||||||||
30 | Who Owes You | Open Invoices | Y | Y | Y | Y | Unpaid invoices and statement charges, with totals for each customer. | https://app.qbo.intuit.com/app/reportv2?rptId=OPEN_INVOICES& | |||||||||||||||||||
31 | Who Owes You | Statement List | Y | Y | Y | Y | Your statements, ordered by date. | https://app.qbo.intuit.com/app/reportv2?rptId=STATEMENT_INVOICE& | |||||||||||||||||||
32 | Who Owes You | Terms List | Y | Y | Y | N | Your terms for payment due dates and discounts for early payment. | https://app.qbo.intuit.com/app/reportv2?rptId=TERM_LIST&&orderby=OrderName | |||||||||||||||||||
35 | Sales and Customers | Customer Contact List | Y | Y | Y | Y | Phone number, email, billing address, and other contact info for each customer. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_CONTACT& | |||||||||||||||||||
36 | Sales and Customers | Deposit Detail | Y | Y | Y | Y | Your deposits, with the date, customer or vendor, and amount. | https://app.qbo.intuit.com/app/reportv2?rptId=DEPOSIT_DETAIL& | |||||||||||||||||||
37 | Sales and Customers | Estimates & Progress Invoicing Summary by Customer | Y | Y | Y | Y | Estimates by customer, invoiced amounts, and remaining amounts to invoice. | https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=EST_VS_PI | |||||||||||||||||||
38 | Sales and Customers | Estimates by Customer | Y | Y | Y | Y | Your estimates, grouped by customer. Shows whether they're accepted and invoiced. | https://app.qbo.intuit.com/app/reportv2?rptId=ESTIMATE_LIST& | |||||||||||||||||||
39 | Sales and Customers | Income by Customer Summary | Y | Y | Y | N | Your income minus your expenses (net income) for each customer. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_INC& | |||||||||||||||||||
42 | Sales and Customers | Payment Method List | Y | Y | Y | N | The payment methods (cash, check, card, and so on) you accept from customers. | https://app.qbo.intuit.com/app/reportv2?rptId=PAYMENTMETHOD_LIST&&orderby=OrderName | |||||||||||||||||||
44 | Sales and Customers | Product/Service List | Y | Y | Y | Y | Your products and services, with the sales price, name, description, and (optionally) purchase cost and quantity on hand. | https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_PRICE& | |||||||||||||||||||
47 | Sales and Customers | Sales by Customer Detail | Y | Y | Y | N | Your sales, grouped by customer. Includes the date, type, amount, and total. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_SALES_DET& | |||||||||||||||||||
48 | Sales and Customers | Sales by Customer Summary | Y | Y | Y | Y | Your total sales for each customer. | https://app.qbo.intuit.com/app/reportv2?rptId=CUST_SALES& | |||||||||||||||||||
52 | Sales and Customers | Sales by Product/Service Detail | Y | Y | Y | N | Your sales, grouped by product or service. Includes the date, transaction type, quantity, rate, amount, and total. | https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_SALES_DET& | |||||||||||||||||||
53 | Sales and Customers | Sales by Product/Service Summary | Y | Y | Y | Y | Your total sales for each product or service. Includes the quantity, amount, % of sales, and average price. | https://app.qbo.intuit.com/app/reportv2?rptId=ITEM_SALES& | |||||||||||||||||||
55 | Sales and Customers | Transaction List by Customer | Y | Y | Y | N | Your transactions (income and expenses), grouped by customer. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_CUST& | |||||||||||||||||||
56 | Sales and Customers | Transaction List by Tag Group | Y | Y | Y | Y | Your tagged transactions (income and expenses), listed by tag group. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_TAG_TYPE& | |||||||||||||||||||
57 | What you owe | 1099 Contractor Balance Detail | Y | Y | N | N | Lists all the bills that make up the total amount you owe each contractor (balance). | https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=contractorBalanceDetail | |||||||||||||||||||
58 | What you owe | 1099 Contractor Balance Summary | Y | Y | N | N | Shows the total amount you owe each contractor. | https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_SUMMARY_REPORT&SubToken=contractorBalanceSummary | |||||||||||||||||||
66 | Expenses and vendors | 1099 Transaction Detail Report | Y | Y | Y | Y | Transactions and total for each contractor and their account number, tax ID, with splits. | https://app.qbo.intuit.com/app/reportv2?token=CUSTOM_DETAIL_REPORT&SubToken=1099DetailReport | |||||||||||||||||||
67 | Expenses and vendors | Check Detail | Y | Y | Y | Y | The checks you've written, with the date, payee, and amount. | https://app.qbo.intuit.com/app/reportv2?rptId=CHECK_DETAIL& | |||||||||||||||||||
68 | Expenses and vendors | Expenses by Vendor Summary | Y | Y | Y | N | Your total expenses for each vendor. | https://app.qbo.intuit.com/app/reportv2?rptId=VEND_EXP& | |||||||||||||||||||
75 | Expenses and vendors | Transaction List by Vendor | Y | Y | Y | Y | Your transactions, grouped by vendor. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_VENDOR& | |||||||||||||||||||
76 | Expenses and vendors | Vendor Contact List | Y | Y | Y | Y | Name, company, phone number, email, mailing address, and account number for each vendor. | https://app.qbo.intuit.com/app/reportv2?rptId=VEND_CONTACT&&list=Vendors&orderby=OrderName | |||||||||||||||||||
77 | Sales Tax | Sales Tax Liability Report | Y | Y | Y | Y | How much sales tax you've collected and how much you owe to tax agencies. | https://app.qbo.intuit.com/app/reportv2?rptId=INDIRECT_TAX_DET_AST | |||||||||||||||||||
78 | Sales Tax | Taxable Sales Detail | Y | Y | Y | Y | Your sales of taxable products and services. Includes the date, transaction type, customer, quantity, rate, amount, and balance. | https://app.qbo.intuit.com/app/reportv2?rptId=TAXABLE_SALES_DET& | |||||||||||||||||||
79 | Sales Tax | Taxable Sales Summary | Y | Y | Y | Y | Your total sales of taxable products and services. | https://app.qbo.intuit.com/app/reportv2?rptId=TAXABLE_SALES& | |||||||||||||||||||
80 | Employees | Employee Contact List | Y | Y | Y | Y | List of all your employees with their phone numbers, email, and addresses | https://app.qbo.intuit.com/app/reportv2?rptId=EMP_CONTACT& | |||||||||||||||||||
83 | For my Accountant | Account List | Y | Y | Y | Y | The name, type, and balance for each account in your chart of accounts. | https://app.qbo.intuit.com/app/reportv2?rptId=ACCT_LIST&&orderby=$MACRO.ACCT_LIST_ORDERBY$ | |||||||||||||||||||
84 | For my Accountant | Balance Sheet Comparison | Y | Y | Y | Y | What you own (assets), what you owe (liabilities), and what you invested (equity) compared to last year. | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET_COMP& | |||||||||||||||||||
85 | For my Accountant | Balance Sheet | Y | Y | Y | Y | What you own (assets), what you owe (liabilities), and what you invested (equity). | https://app.qbo.intuit.com/app/reportv2?rptId=BAL_SHEET& | |||||||||||||||||||
87 | For my Accountant | Exceptions to Closing Date | Y | Y | Y | Y | Transactions dated before the closing date that you changed after closing the books. | https://app.qbo.intuit.com/app/audithistory?view=auditexception | |||||||||||||||||||
88 | For my Accountant | General Ledger | Y | Y | Y | Y | The beginning balance, transactions, and total for each account in your chart of accounts. | https://app.qbo.intuit.com/app/reportv2?rptId=GEN_LEDGER& | |||||||||||||||||||
89 | For my Accountant | Journal | Y | Y | Y | Y | The debits and credits for each transaction, listed by date. | https://app.qbo.intuit.com/app/reportv2?rptId=JOURNAL& | |||||||||||||||||||
91 | For my Accountant | Profit and Loss Comparison | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss) compared to last year. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_COMP& | |||||||||||||||||||
92 | For my Accountant | Profit and Loss by Tag Group | Y | Y | Y | Y | Your income, expenses, and net income listed by tag group. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL_BY_TAG_TYPE& | |||||||||||||||||||
93 | For my Accountant | Profit and Loss | Y | Y | Y | Y | Your income, expenses, and net income (profit or loss). Also called an income statement. | https://app.qbo.intuit.com/app/reportv2?rptId=PANDL& | |||||||||||||||||||
94 | For my Accountant | Recent Transactions | Y | Y | Y | Y | Transactions you created or edited in the last 4 days. | https://app.qbo.intuit.com/app/reportv2?rptId=RECENT_TX& | |||||||||||||||||||
95 | For my Accountant | Reconciliation Reports | Y | Y | Y | Y | A list of your reconciliations, with links to individual reconcilation reports. | https://app.qbo.intuit.com/app/reconcile?showHistory=true | |||||||||||||||||||
97 | For my Accountant | Statement of Cash Flows | Y | Y | Y | Y | Cash flowing in and out from sales and expenses (operating activities), investments, and financing. | https://app.qbo.intuit.com/app/reportv2?rptId=CASH_FLOW& | |||||||||||||||||||
98 | For my Accountant | Transaction Detail by Account | Y | Y | Y | N | Transactions and total for each account in your chart of accounts. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_DET_BY_ACCT& | |||||||||||||||||||
99 | For my Accountant | Transaction List by Date | Y | Y | Y | Y | A list of all your transactions, ordered by date. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_BY_DATE& | |||||||||||||||||||
100 | For my Accountant | Transaction List with Splits | Y | Y | Y | N | All your transactions, with splits. | https://app.qbo.intuit.com/app/reportv2?rptId=TX_LIST_WITH_SPLITS& | |||||||||||||||||||
101 | For my Accountant | Trial Balance | Y | Y | Y | Y | This report summarizes the debit and credit balances of each account on your chart of accounts during a period of time. | https://app.qbo.intuit.com/app/reportv2?rptId=TRIAL_BAL& | |||||||||||||||||||
102 | Payroll | Employee Details | Y | Y | Y | Y | A snapshot of each employee, including pay rate, deductions, and tax withholding. | https://app.qbo.intuit.com/app/report?rptId=PC_EMPLOYEE_DETAILS& | |||||||||||||||||||
103 | Payroll | Employee Directory | Y | Y | Y | Y | Work location, phone number, email, and other contact info for each employee. | https://app.qbo.intuit.com/app/payroll/reports/employee-directory | |||||||||||||||||||
104 | Payroll | FFCRA CARES Act Report | Y* | Y* | Y* | Y* | A comprehensive report of wages and credits pertaining to COVID-19 pay types. | https://app.qbo.intuit.com/app/payrollreport?h=reports&arg1=desktopFFCRA | |||||||||||||||||||
105 | Payroll | Multiple Worksites | Y* | Y* | Y* | Y* | Provides information you can use to complete your Multiple Worksites Report (if required by your state). | https://app.qbo.intuit.com/app/report?rptId=PC_MULTI_WORKSITES& | |||||||||||||||||||
106 | Payroll | Paycheck History | Y* | Y* | Y* | Y* | An overview of past paychecks, including payment method and paycheck status. | https://app.qbo.intuit.com/app/payroll/reports/paycheck-history | |||||||||||||||||||
107 | Payroll | Payroll Billing Summary | Y* | Y* | Y* | Y* | Charges billed to your QuickBooks Payroll account. | https://app.qbo.intuit.com/app/report?rptId=PC_BILLING& | |||||||||||||||||||
108 | Payroll | Payroll Deductions/Contributions | Y* | Y* | Y* | Y* | Your total employee deductions and company contributions. | https://app.qbo.intuit.com/app/report?rptId=PC_DEDUCTIONS& | |||||||||||||||||||
109 | Payroll | Payroll Details | Y* | Y* | Y* | Y* | The pay checks you've created, including the amount, taxes, and deductions. | https://app.qbo.intuit.com/app/payroll/reports/payroll-summary?name=details | |||||||||||||||||||
110 | Payroll | Payroll Summary by Employee | Y* | Y* | Y* | Y* | A comprehensive report of wages, deductions, and tax info, totaled by employee or period. | https://app.qbo.intuit.com/app/payroll/reports/payroll-summary?name=pse | |||||||||||||||||||
111 | Payroll | Payroll Summary | Y* | Y* | Y* | Y* | The pay checks you’ve created, including total wages, taxes, and deductions. | https://app.qbo.intuit.com/app/payroll/reports/payroll-summary | |||||||||||||||||||
112 | Payroll | Payroll Tax Liability | Y* | Y* | Y* | Y* | How much payroll tax you need to pay and how much you’ve already paid. | https://app.qbo.intuit.com/app/report?rptId=PC_TAX_LIABILITY& | |||||||||||||||||||
113 | Payroll | Payroll Tax Payments | Y* | Y* | Y* | Y* | The payroll tax payments you’ve made. | https://app.qbo.intuit.com/app/report?rptId=PC_TAX_PAYMENTS& | |||||||||||||||||||
114 | Payroll | Payroll Tax and Wage Summary | Y* | Y* | Y* | Y* | Shows total and taxable wages that are subject to federal and province/region/state withholding. | https://app.qbo.intuit.com/app/report?rptId=PC_WAGE_REPORT& | |||||||||||||||||||
116 | Payroll | Retirement Plans | Y* | Y* | Y* | Y* | Employee and company contributions to your retirement plans. | https://app.qbo.intuit.com/app/report?rptId=PC_RETIRMENT_PLANS& | |||||||||||||||||||
117 | Payroll | State Mandated Retirement Plans | Y* | Y* | Y* | Y* | State Mandated Retirement Plans | https://app.qbo.intuit.com/app/payrollreport?h=reports&arg1=statemandretplans | |||||||||||||||||||
119 | Payroll | Total Pay | Y* | Y* | Y* | Y* | Each employee’s total pay by type (example: salary or hourly). | https://app.qbo.intuit.com/app/payroll/reports/total-pay | |||||||||||||||||||
120 | Payroll | Total Payroll Cost | Y* | Y* | Y* | Y* | All costs associated with paying your employees, including total pay, net pay, deductions, and taxes. | https://app.qbo.intuit.com/app/report?rptId=PC_TOTAL_COST& | |||||||||||||||||||
121 | Payroll | Vacation and Sick Leave | Y* | Y* | Y* | Y* | The vacation time and sick leave your employees used so far and how much they have left. | https://app.qbo.intuit.com/app/report?rptId=PC_PTO& | |||||||||||||||||||
122 | Payroll | Workers' Compensation | Y* | Y* | Y* | Y* | Wages paid for each Workers’ Comp class. You can use this to prepare forms for state agencies or insurance companies. | https://app.qbo.intuit.com/app/report?rptId=PC_WORKERS_COMP& | |||||||||||||||||||
123 | HIDDEN | Account Quick Report | Y | Y | Y | Y | "To Date" approach to a detailed report (NO PRODUCT/SERVICE) | https://qbo.intuit.com/app/reportv2?token=ACCTL_QUICKREPORT | |||||||||||||||||||
124 | HIDDEN | Generic Transaction List Report | Y | Y | Y | Y | A list of all transactions, can be filtered and groups by several dimensions | https://app.qbo.intuit.com/app/reportv2?token=GENERIC_QZREPORT | |||||||||||||||||||
125 | HIDDEN | Custom Summary Report | Y | Y | Y | Y | Report with Customizable Rows and Columns summarizing the tractions in that crossreference | https://app.qbo.intuit.com/app/reportv2?token=CustomSummary | |||||||||||||||||||
126 | HIDDEN | Voided/Deleted Transactions | Y | Y | Y | Y | Audit log with list all transactions that have benn voided and/or deleted | https://qbo.intuit.com/app/auditlog?activityType=2&txnType=deletedVoided | |||||||||||||||||||
127 | HIDDEN | All Posting Transactions | Y | Y | Y | Y | Shows all the transactions that affect the general ledger with ALL fields including debits and credits | https://app.qbo.intuit.com/app/reportv2?token=GENERIC_QZREPORT&show_logo=false&date_macro=all&low_date=&high_date=&customized=yes&groupby=none&columns=~date%3ATxDate%2C~txn_type_label%3ATxTypeID%2C~doc_num%3ATxHeader%2FDocNum%2C~name_label%3ATxHeader%2FNameID%2C~memo_desc_label%3AMemoText%2C~account_id_label%3AAccountID%2C~split_label%3AOtherAccountID%2C-~amount_label%3ANaturalAmount%2C%3D~balance_label%3ANaturalAmount%2C~product_service_label%3AItemID%2C~ls_qty_col_header%3AQuantity%2C~rate_label%3ARate%2C~adjusting_text%3ATxHeader%2FIsAdjusting%2C~last_modified%3ALastModifyDate%2C~cs_customer_label%3ACustomerID%2C~location_dept%3ADeptID%2C~ar_paid%3AIsARPaid%2C~check_printed%3ATxHeader%2FCheckPrintState%2C!~debit_label%3AAmount%2C~tax_code%3ATaxCode%2FTaxCodeName%2C-~tax_amount%3ANaturalTaxAmount%2C!~credit_label%3AAmount%2C~ap_paid%3AIsAPPaid%2C~ls_class_col_header%3AKlassID%2C~vendor_name_id%3AVendorID%2C%7B~last_modified_by%2CModifyUser%2FFirstName%2CModifyUser%2FLastName%7D%2C~create_date_label%3ACreateDate%2C%7B~created_by%2CCreateUser%2FFirstName%2CCreateUser%2FLastName%7D%2C~employee_label%3AEmployeeID%2C~invoice_date%3AInvoiceDate%2C~is_cleared%3AIsCleared%2C~olb_label%3AOlbMatchMode%2C-~net_amount%3ANaturalNetAmount%2C&collapsed_rows=&edited_sections=false÷by1000=false&hidecents=false&negativenums=1&negativered=false&show_header_title=false&show_header_range=true&show_footer_custom_message=true&show_footer_date=true&show_footer_time=true&header_alignment=Left&footer_alignment=Center&show_header_company=false | |||||||||||||||||||
128 | CUSTOM | Custom Transaction Detail Report with Debit/Credit | Y | Y | Y | Y | Same as "Generic Transaction list" but limited fields (including Debits and Credits) grouped by Account | https://app.qbo.intuit.com/app/reportv2?token=GENERIC_QZREPORT&show_logo=false&date_macro=today&sort_mode=ascend&sort_order=ascend&customized=yes&groupby=(Account/AccountTypeID,Account/OrderName&columns=~date%3ATxDate%2C~txn_type_label%3ATxTypeID%2C~doc_num%3ATxHeader%2FDocNum%2C~adjusting_text%3ATxHeader%2FIsAdjusting%2C~name_label%3ATxHeader%2FNameID%2C~memo_desc_label%3AMemoText%2C~account_id_label%3AAccountID%2C~split_label%3AOtherAccountID%2C!~credit_label%3AAmount%2C!~debit_label%3AAmount%2C-~amount_label%3ANaturalAmount%2C%3D~balance_label%3ANaturalAmount%2C&collapsed_rows=&edited_sections=false÷by1000=false&hidecents=false&negativenums=1&negativered=false&show_header_title=true&show_header_range=true&show_footer_custom_message=true&show_footer_date=true&show_footer_time=true&header_alignment=Center&footer_alignment=Center&show_header_company=true&title=Custom%20Transaction%20Detail%20Report | |||||||||||||||||||
129 | HIDDEN | Estimates vs. Actuals by Product/Service Detail | Y | N | N | N | Report available in the Projects section, and is for a specific Project only (there is no version of this report where you see ALL the projects compared) | ||||||||||||||||||||
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