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September 3, 2023
Question

How do I create an expense report by category

  • September 3, 2023
  • 1 reply
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1 reply

September 3, 2023

Hello there, julie. I want to share a few insights about creating an Expenses by Category report and guide you on how you can generate the one you desire in QuickBooks Online.

 

For now, the option to create the report is unavailable in QBO. Alternatively, you can pull up and customize the Transaction Detail by Account report to view your expenses by category. To do this, here's how:

 

  1. Go to the Reports menu.
  2. In the search box, type in Transaction and select the Transaction Detail by Account report.
  3. Click the Customize button.
  4. Set the Report period.
  5. Go to the Filter section and choose the All Expenses Accounts option in the Distribution Account field.
  6. Click Run report.

 

 

On the other hand, we take your suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

You can also keep track of any feature request updates by exploring our QuickBooks Online Feature Requests website.

 

For an overview of how to resolve account balance discrepancies in QBO, please see this article: Reconcile an account in QuickBooks Online.

 

I'm all ears if you have other reporting concerns or questions about managing expense transactions in QBO. Take the best care always!

September 3, 2023

That option is unavailable on my Quickbooks?