Is there a way to output transaction tables by account and by month?

 Thank you for visiting the Community, ise-xplus.

I'm here to help make sure that I can give the best solution to your concerns about sales performance and outsourcing expenses for the client.

To provide the best resolution, I have to ask for more details about the issue. Are you specifically referring to the sales and expenses that appear on your Dashboard or a particular transaction list?

In the meantime, Explore these resources to find out how to export reports to Excel, customize the dashboard layout, and learn about the modern view in reports:

• Customise reports in QuickBooks Online
• Customise reports in QuickBooks Online using modern view
• Get started and adjust settings after you sign up for QuickBooks Online
  
  

 I'll be on the look out for your response. Have a great rest of the day.