How to generate a transaction detail report using QuickBooks (desktop) for Mac
Step 1 - Go to the Report dashboard
From the top navigation, select 'Reports' and click the option that says 'All Reports'
Step 2 - Find the Profit & Loss Detail report
- On the reports page, find the tab labeled 'All Reports' and click it
- This page will give you a comprehensive list of the reports you can run
- Click on the report labeled 'Profit and Loss Detail'
Step 3 - Set Date Range
- In the report viewer, you can specify the exact date range of the report by:
- Select 'Custom' from the dropdown labeled 'Transaction Date'
- Enter the start and end dates for your report into these input boxes:
- Click
- Select 'Custom' from the dropdown labeled 'Transaction Date'
Step 4 - Export to Excel
At the top of the report viewer, find the button that says 'Excel' and click it:
From there you should be able to save the file to your computer in Excel (.xls, .xlsx. or .csv format).
Repeat steps 3-4 as needed until you have all of the reports you need.
Thank you for reading!
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