Transaction Detail by Account Report does not display tax codes in QuickBooks QBi 2008/09 and above

Legacy KB ID: 321

Question

Why are tax codes not available via the Transaction Detail by Account Report in QuickBooks QBi 2008/09 and above?

Answer

In QuickBooks QBi 2008/09 and above, the Transaction Detail by Account report does not display tax codes.

To get around this, a Custom Transaction Detail Report can be modified to show the relevant information.

  • From the Reports menu, select Custom Transaction Detail Report
  • Click on Modify Report...
  • From the Display tab, select the following from the Columns list;
     - Type
     - Date
     - Num
     - Adj
     - Name
     - Description
     - Account
     - Tax Code
     - Clr
     - Split
     - Debit
     - Credit
     - Balance
  • From the Total by drop down list, select Account list
  • From the Sort by drop down list, select Type
  • Click OK

If you would like to memorise this report for future use (recommended);

  • Click on Memorise...
  • Enter a Name for the report
  • You will have the option to Save the report in a Memorised Group (Optional)
  • Click OK


Note: General Journal entries will not display tax codes on this report.


How did we do?


Powered by HelpDocs