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April 8, 2020
Question

How can I create monthly expense reports for multiple customers?

  • April 8, 2020
  • 1 reply
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1 reply

MarsStephanieL
April 8, 2020

Let me show you how to create expense report, atkins-marquita.

 

Currently, the Expense report is unavailable in QuickBooks Online. Although, you can get it from the Profit and Loss report by customizing it.

 

Here's how:

 

  1. In your QuickBooks Online company, go to the Hamburger icon.
  2. Click on the Reports tab.
  3. Enter Profit and Loss report on the Search box.
  4. Click Customize, edit it on your desire and hit Run report.
  5. Check the result if you  need more adjustments then click Save Customization so that you can use the template in the future.

 

You can start customizing using my sample template below.

 

 

Also, you can check this article to have in-depth understanding about customizing reports

 

For future reference, you can memorize reports to pull up your template in customizing report.

 

This should help you in tracking expense in your business. Count me in whenever you need assistance. I'll be here to help. Take care and take a dose of vitamins everyday.