Is it possible to run a detailed check report that shows a sum of all checks?

Answer

Nice to have you here in the Community, mtaylor012

Great news. You can run a detailed report to reflect the sum of all checks. Let me guide you through the steps.

  1. Go to Reports from the left menu.
  2. In the Search box, enter Transaction List by Date
  3. On the report screen, set the date range in the Report period drop-down.
  4. Choose Transaction Type in the Group by drop-down
  5. Click Customize at the upper right.
  6. On the Customize report window, click the Filter drop-down, then select Check in the Transaction Type drop-down.
  7. Click Run report.
  8. Scroll-down the page and you’ll see the total amount.

I’ve attached screenshots below to show you the steps.

For additional customization of any reports in the program, here’s the article you can refer to: Customize Reports.

That's it. I’ll be around to help if you need anything else, mtaylor012. Have a great day.

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IntuitRaymondJay , Community Support Specialist
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