Does anyone know how to get a list of processed credit card transactions from QB online?

Answer

Hi there, alexandria.energ

Let’s customize a report so you’ll get the list of processed credit card transactions.

In QuickBooks Online (QBO, you can use custom report to get the data that matters to you. You can run the Transaction List by Customer report and filter the payment method to the correct credit card.

Here’s how:

  1. Go to the Reports tab from the left menu.
  2. On the search box, select Transaction List by Customer report.
  3. Click Customize at the upper right.
  4. In the Filter section, check the Payment Method box.
  5. In the Payment method drop-down, select the correct credit card.
  6. Click Run report.

I’ve added screenshots below to show you the last three steps.

If you’ll need to customize other reports in QBO, you can refer these articles below:

That will do it. If you need any further help, I’m just one comment away. I’ll back you up, alexandria.energ. Cheers!

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