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February 17, 2021
Question

Print report by company

  • February 17, 2021
  • 1 reply
  • 0 views
for tax use. organize report by each company LADWP / cable/ telephone /etc

1 reply

February 17, 2021

Hi there, @5225.

 

At this time, customizing reports by company in QuickBooks Self-Employed (QBSE) is currently unavailable. You can only view or download the available reports in QBSE. Here's how:

 

  1. Log in to your QBSE account.
  2. Click Reports from the left menu.
  3. In the Tax summary or Tax details report, choose the tax year you want to review.
  4. Then, select View or Download.

However, if you're trying to view transactions by company, you can filter them depending on how you categorize the transactions and export them to Excel. Let me guide you how.

 

  1. Go to the Transactions menu.
  2. From the Type drop-down, select Spending and choose the category you used by each company.
  3. Then, click the Download icon to export it to Excel.

I'm adding this article to learn how to run reports in QBSE: Export transactions and get reports in QuickBooks Self-Employed.

 

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. Have a great day and take care always.