thread Re: Is there a way to show order dertails for a transfer report for the month? in Archived Discussions (Read Only)

Is there a way to show order details for a transfer report for the month?

aUUk — Tue, 06 Apr 2021 19:49:29 GMT

I'm trying to input details such as Net sales, Tax, and Fees into my QuickBooks for the month, but can only access that information if I click on a specific transfer. When I try to export the transfer reports for a month, it does not have those kind of details.

We have the "software" to export it and see it per transaction, not sure why there is no filter to see those details for "a month". Just like sale reports and etc. Does anyone know of a possible workaround or solution?

Re: Is there a way to show order dertails for a transfer report for the month?

Valentina — Wed, 07 Apr 2021 22:19:30 GMT

It sounds like the information you're looking for can be found in the Transaction Report!

The transfer report is supposed to provide you with information directly related to bank transfers of your funds, so it will not include the information you've mentioned above, as those details are specific to the payments made to you by your customers.

Once you've had a chance to check out your transaction reports, let us know if questions come up, @aUUk ✨

P.S. Welcome to the Seller Community 👋

Re: Is there a way to show order details for a transfer report for the month?

BofBArtStudio — Thu, 08 Apr 2021 01:38:29 GMT

You can also export the transfer reports to csv. Open them in excel and format for import to QB.