Here's a helpful article with information on: How to customize reports. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
I'll e happy to steer you in the right direction with this.Īt this time, there isn't a report which shows transactions by category, but the good news is you can run the Transaction Detail by Account which shows transactions and total for each account in your chart of accounts. QuickBooks is a powerful program which allows you to run reports that provide useful information.
