Skip to main content
R
rerocks1
October 15, 2023
Question

Transaction report by expense category by last year report using 2023 QBO version? THX in advance!

  • October 15, 2023
  • 1 reply
  • 0 views
I used to be able to customize a transaction report to get the data I need but not so in today's online version. THX again guys!

1 reply

S
Shania_C
October 15, 2023

A warm welcome to the Community, @rerocks. I understand this is new to your end but don't worry I'm here to share some insights.

 

When you state that you used to be able to customize a transaction report before, but not in today's online version, are you referring to the new enhanced experience or modern view of QuickBooks Online? If so, I can definitely walk you through how to customize expense transaction reports.

 

Here's how:

  1. Go to Reports.
  2. Find the transaction report you want to customize.
  3. Customize the report according to your preference.

 

Customize a report

You can apply multiple filters to customize your report. Most reports have the same set of filters. Some filters are only available on certain reports.

 

Here's an overview of what you can customize:

  • General section: Change things like the accounting method, reporting period, and number format.
  • Rows/Columns section: Choose which rows and columns appear on the report.
  • Filter section: Select which customers, distribution accounts, vendors, accounts, and products appear on the report.
  • Header/Footer section: Decide what appears in the header and footer.

 

Once you're done customizing a report, give your report a name then select save customization.

 

If you feel at ease using the old way of customizing your transaction, you are free to do so. By switching to classic view, you can customize it to your preferred way.

 

Here is a sample photo if you want to switch to classic view, and you're a visual person. For your reference.

 

 

Furthermore, to learn how to custom reports in QuickBooks Online you can always refer to this article.

 

Feel free to reach back if you have other concerns. We'd be glad to assist!

 

 

 

R
rerocks1Author
October 15, 2023

First of all THX to everyone that read my conundrum, especially "ShaniamarieC" who was generous in sharing her initial (and my only) reply.

THX too for overlooking the newbie nature in the phrasing of my question.

That said, please allow me a "take 2"...

The report I'm interested in is a Transaction Report of Expenses by Category.

Regardless of classic or newer view of my data, I'm unable to see or discern any report in the initial "Find report by name" drop down search bar that speaks to my needs or even remotely resembles it.

The closest I can reach for seems to be a n "Expense Report" or a "Transaction List by Date Report". The problem I see there is neither option seems to be able to Group by (expense) Category.

Perhaps I'm over looking something but the report I had saved and used to be able tun at will was a report that showed all my expenses grouped by Categories in QBO (that I initially set up as per a Schedule C).

As I ran that report it would display all my expenses by Category for a chosen time frame.

In other words it would show me as an example my YTD Utilities (as a Category) w all my individual expense or sub Category types (phone, data, electric, heat, ISP, etc) regardless of Payee or how Paid (check, credit card via split expenses, etc) lined up under that primary Category.

That way I could run that report and fill in the blanks on a Schedule C w confidence and use my QBO report as back up.

If anyone has suggestions as to where and how I might get or replicate a report as I've outlined please LMK.

Once again THX too for your kind attention!

C
CamelleT
October 16, 2023

You are always welcome here in the Community, rerocks1. We make sure to answer all your concerns here. Thank you for the appreciation, especially to my colleague who previously handled your initial concern. 

 

Since you want to run an Expense report showing the categories, let me show you how:

 

  1. Go to Reports.
  2. Under the Find report by name dropdown▼, type in Transaction Detail by Account, then select it.
  3. Click Switch so classic view.
  4. Select Customize, then adjust the Report period that you want to show up. 
  5. Choose Account on the Group by dropdown▼.
  6. Under filter, tick the box for Account and Transaction type.
  7. Beside the Transaction Type dropdown▼, Choose Expense.
  8. Run Report.

I can also show you an article that will show you many ways in customizing reports in QuickBooks Online. This will help you filter specific accounts for customers or format the layout, so the right data shows up in the right place: Customize reports in QuickBooks Online (intuit.com).

If you have further concerns with running an Expense report, feel free to comment below. We are always here to help. 

Terms & ConditionsAccessibility statement