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J
jjules
January 25, 2021
Question

Which QBO report(s) can list all expense transactions and show Customer/Project for each expense?

  • January 25, 2021
  • 1 reply
  • 0 views
I have entered Customer/Project for the relevant expenses. For added "Customer" column for General Ledger report, but it only shows customer name in Deposit rows. The Customer field is blank for Expense rows. I tried other reports but they don't allow Customer column to be added. Did I miss something?

1 reply

A
AileneA
January 25, 2021

Hello, jjules. 

 

Thank you for reaching out to the Community. We can run Transactions List by Vendor report. This report shows the transactions( income and expense) assigned to the project. You can customize it by following these steps: 

 

  1. Go to Reports on the left panel. 
  2. Enter Transactions List by Vendor in the search bar. 
  3. Select the Report period and click the Customize button. 
  4. Click Filter, and select Expense from the Transaction Type drop-down list. 
  5. Press the Run report button. 

 

I've got these articles for reference: 

 

 

The Community will always have your back if you need anything else in running your business in QBO. Assistance is just one post away. You have a good one. 

J
jjulesAuthor
January 25, 2021

Thank you, I followed your steps but my Transactions List by Customer does not show Expense transactions.

To be clear: our organisation has many expense transactions for the report period. Andfor most of the expenses we have entered data in the Customer/Project field. I think all the expense transactions should be in the report...  but I get none!

When I filter for transaction type Expenses, QB shows, under the heading, "This report does not contain any data."

When I clear the filter (so it should show ALL transaction types) then the report shows Deposits, Invoices and Payments. But still NO expenses are shown.

 

What is wrong?

 

LieraMarie_A
LieraMarie_A
January 25, 2021

Hi there, @jjules.

 

Expenses billed to customers are tracked as billable expense charges since these are expenses you incur on your customer's behalf when you perform work for them. 
 

  1. Go to the Reports menu.
  2. In the Find report by name field, type in "Transaction list by Customer." Then, press Enter.
  3. Click the Customize button.
  4. Modify the reporting period.
  5. Go to the Filter section.
  6. In the Transaction Type drop-down, select Billable Expense Charge.
  7. Select the customers/projects' names from the Customer drop-down.
  8. Click Run report.

 

Project reports are also available from the Project Center. If these expenses are not yet invoiced to the customer, you can utilize the Unbilled time and expenses report to see all the billable expense charges.

 

  1. Go to the Projects menu.
  2. Choose a project name.
  3. Select the Project Reports tab.
  4. Click the View link to open the Unbilled time and expenses report.

 

You can check out this article to see the complete list of available reports for your QuickBooks Online version: Reports included in your QuickBooks Online subscription.

 

You can also export them to Excel to help give you the flexibility to use them. Simply click the Export icon and select Export to Excel. 

 

Furthermore, here are some helpful resources to help you get a better grasp of the project feature:

 

Please let me know if there's anything else that I can help with your reports. I'm always here to assist. Have a wonderful day.

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