Report of Credit Card Payments Only

[cecilebethel]

Hello, I would like to generate a report of the individual line items (receipts) related to credit card payments for a specific period.  I would like the fields on the report to include the date and the credit card payment amount. How can I accomplish this please.

[Sam]

Hello there,

In such a case, you can export your Receipts report. You can choose the desired period for the report with the time selectors at the top of the page. Afterward, you can export specific receipt types for the desired period in a CSV file by clicking on the ‘Export’ button.

After you download the file to your computer, you can open it in Google Sheets.

Upon opening the Receipt CSV file, you should be able to see an overview of your receipts as well as the dates the receipts were generated and the payment type of the receipt (whether it is Cash or Card).