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ilona-themainbra
June 27, 2022
Question

Why does the split expenses show total vs categories in reports

  • June 27, 2022
  • 1 reply
  • 0 views
When I have a payroll reimbursement that comes through, Isplit the transaction into categories. However when I run an expense report it pulls the entire amount and not split into categories. For example: I have an expense for $3000.00 $1500.00 is Software and $1500.00 is Office Supplies....but when I run a report for software....the entire $3000.00 transaction shows up in the report.

1 reply

C
Charies_M
June 27, 2022

Thanks for sharing your concern with us, ilona-themainbra.

 

May I know what report did you pull up? Nevertheless, you'll want to run the Profit and Loss Detail. This will show detailed information about your income and expense transactions.

 

Here's how:

 

  1. Go to Reports.
  2. Enter Profit and Loss Detail.
  3. Filter the Report period.
  4. You can also use the Customize button to manage the filter specific to what you want to show on the report.
  5. Click Run report.

Also, you can access all reports available within QBO through the help of these articles. This will help you know more about managing a wide range of reports in QBO:

I've also added our page about reports and accounting that I'm sure you'll find helpful. It contains related articles related to the accounting process and reports.

 

Let me know if there's anything else you need help with while working with the Profit and Loss report. I'm always here to assist you.

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