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March 8, 2023
Question

One particular expense account summary

  • March 8, 2023
  • 1 reply
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An employee gives us gas receipts and we add them up and pay them every few months.  My expense account for this is "Gas Allowance".  Is there any way to search for my Gas Allowance expense account and get a listing of the times it was reimbursed to the employee?  I want to check to see when the last time was that we reimbursed the employee.  I don't see a report for expenses where it isn't a lump sum for each expense account for a certain time period.  I want to know when and how much was reimbursed to the employee each time.  Thanks so much!

1 reply

March 8, 2023

Hi CallieRose,

 

I appreciate you reaching out here.  QuickBooks Online provides multiple options for accomplishing your goals.  I'd be glad to assist!

 

If you've created an Expense, follow these steps to review the history;

 

1. Open +New from the left menu and select Expense

2. Click on the history icon in the top left (looks like a clock)

3. Scroll down and open View more

4. Set the Search fields by Expenses > Payee > Contains or Equals, then use the ▼ dropdown menu to select a specific name

5. Enter a Date Filter, as you feel necessary

6. Hit Search

 

If you've entered the item in QuickBooks Online Payroll, here's how to run a report;

 

1. Open Reports 

2. Enter Payroll Summary by Employee in the Search field

3. Click Customize

4. Choose the Employee name from the ▼ dropdown menu

5. Select other areas as you feel necessary

6. Hit Run report

 

If you require additional assistance, please don't hesitate to contact us.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Feel free to reach back out, if other questions come to mind.  We're always happy to help!