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lucjan
April 16, 2021
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Expenses - supplier - project column

  • April 16, 2021
  • 1 reply
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HI Guys,

 

I have a questions regards assigning expenses to project and viewing later list of expenses by supplier.

When I go to expenses and the I chose supplier invoices I would like to review for example to to see which invoice is not allocated to any project there is no option for adding project column which makes it a bit useless and not that handy to review your entries. Any idea how to change it or how to get QBO to improve it?

 

Regards

Lucjan

Best answer by IamjuViel

Greetings, @lucjan.

 

Let me guide you in viewing the expense transactions associated to your Projects.

 

Currently, the ability to add the Customer or Project column in the Expense page is not available. However, you can generate and filter the Transaction Detail by Account report. This way, you'd see the data your business needs. Here's how:

  1. Go to the Reports menu.
  2. Scroll down to the For my accountant section.
  3. Click the Customise section.
  4. Set the Report date.
  5. From the Rows/Columns section, choose Supplier from the Group by drop-down. 
  6. Mark the following tick boxes. 
  7. Click the Run Report button. 

Now, you'd see a list of your expense transactions associated to a specific project. You can save the customisation you've made for future use. You can read through these articles to help you generate and manage reports in QuickBooks:

Visit us here again if you have other questions or concerns. I'm always here to help.

1 reply

IamjuViel
IamjuVielAnswer
April 17, 2021

Greetings, @lucjan.

 

Let me guide you in viewing the expense transactions associated to your Projects.

 

Currently, the ability to add the Customer or Project column in the Expense page is not available. However, you can generate and filter the Transaction Detail by Account report. This way, you'd see the data your business needs. Here's how:

  1. Go to the Reports menu.
  2. Scroll down to the For my accountant section.
  3. Click the Customise section.
  4. Set the Report date.
  5. From the Rows/Columns section, choose Supplier from the Group by drop-down. 
  6. Mark the following tick boxes. 
  7. Click the Run Report button. 

Now, you'd see a list of your expense transactions associated to a specific project. You can save the customisation you've made for future use. You can read through these articles to help you generate and manage reports in QuickBooks:

Visit us here again if you have other questions or concerns. I'm always here to help.

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