Skip to main content
December 3, 2018
Question

How do I export a specific expense account report (ex: meals/entertainment for a single tax year)? It needs to include attached receipts.

  • December 3, 2018
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Rustler
December 3, 2018

any attached receipts to any transaction, has to be "exported"  downloaded manually

 

in the chart of account you can report on the account you want for the date range you want.

December 3, 2018

Hello contact1,

 

We can export an expense account report through Chart of Accounts. However, this doesn't include the attached receipts or documents.

 

Here's how to export a report to Excel:

  1. Select Accounting and go to the Chart of Accounts.
  2. Look for the expense account and click Run report.
  3. In the Account QuickBooks Report window, click the Export option.
  4. Select Export to Excel.

For the attached receipts, you can download them through the Attachments window one at a time.

  1. Click the Gear icon in the upper-right corner and select Attachments.
  2. Look for the receipts and click Download.

Let me know if you have further questions.