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March 20, 2022
Question

I have credit card payments set up as expenses, however they do not show up in the management reports as expenses, how to get these to show up in these reports?

  • March 20, 2022
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1 reply

March 20, 2022

Welcome to the Community, troyerdoug.

 

Let me share an idea on how you can add some information on your management reports in QuickBooks Online (QBO).

 

Currently, the option to customize the management report is unavailable.

 

As a workaround, you can run a Transaction Detail by Account report and customize it to show only the credit card expenses and save it as one of your Custom reports.

 

Like this:

 

  1. Under Standard reports tab, open the Transaction Detail by Account report.
  2. Choose the report period.
  3. Click on Customize button at the top right.
  4. Select Filter.
  5. Click the Transaction type dropdown, choose Credit Card Expense and then Run report.
  6. Once done, tap on Save customization button.

 

After that, you may now add your custom report to the Management report.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select the Management Reports tab.
  3. Locate the template.
  4. Click the drop-down arrow under the Action column and select Edit.
  5. Select the Reports section.
  6. Click Add new report.
  7. From the New report drop-down, find and select your custom report.
  8. Create a new title of the report and change the reporting period if necessary.
  9. Once done hit Save and close.

 

For more details check out this link: Management Reports Overview.

 

Feel free to leave a comment for follow-up questions or post your other concerns in the Community. I'll be around if you need help. Have a great day!​​​​​​​