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March 12, 2022
Question

I am trying to run an expense report for 2021 that is broken out by expense category but detailed. I can group by exp but cannot get report by category/detailed.

  • March 12, 2022
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1 reply

March 12, 2022

I'll lend a hand with running your expense report on QuickBooks Online, @dterry2.


First off, may I ask what specific report did you pull up? This will help us assess the situation better, so we can provide the best solution to your concern.


If you mean category in the products & services list, it won’t appear as an option or a group on the report since they are used to organize the list. You can only pull up a report by category from your Chart of accounts.


Here’s an article you can read to learn more about customizing your report. This contains the detailed steps so you can filter the data according to your preferences.


You can also memorize your report so you can easily run the statement without going through the customization process again.


Additionally, you’ll want to learn the chart of accounts in QuickBooks to know more about the various reports available in your account and other related matters.

 

Let me know in the comments below if you have any other questions about running a report. I’m always around to assist you. Keep safe.