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February 2, 2022
Question

Can you run an expense report?

  • February 2, 2022
  • 1 reply
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How do I run an expense report?

1 reply

February 2, 2022

Yes, you can, @patti-fugle-kido. I'm here to guide you through how you can run an expense report in QuickBooks Online (QBO).

 

Here's how you can run a report in QBO:

 

  1. Log into your QBO account.
  2. Go to the Reports menu.
  3. Use the Find report by name search bar to search for reports by name.
  4. You can also browse the list.
  5. Select the report to open it.

 

See the screenshot for a visual reference:

 

 

We also have a Transaction Detail by Account report and a Profit and Loss report that you can run to review the expenses of your business.

 

If you want to customize your reports, you can check out this article for detailed information: Customize Reports in QuickBooks Online.

 

If you want to run a report for a specific expense account, then you can follow these steps:

 

  1. Click the Gear icon, then select Chart of accounts.
  2. Locate the account you want to run.
  3. From the Action column, select the drop-down beside View register.
  4. Click Run report.

 

 

Just in case you want to memorize the report you've customized, feel free to check out this article for the detailed steps and information: Memorize Reports in QuickBooks Online.

 

I hope that this response finds you with a smile. Keep me posted if you need anything else with your reports in QBO. I'm always here to ensure your success!