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May 29, 2021
Question

Can you run a financial statement report reflecting only the expenses of the month and not accumulated expenses for the year?

  • May 29, 2021
  • 1 reply
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1 reply

BettyJaneB
May 29, 2021

Hi there, @info1638.

 

I'd be happy to walk you through how you can pull up a report that shows all your expenses for the month.

 

You can run various financial reports in QuickBooks Online. This can help you see a better picture of your business. To view your expenses for a month, you can customise the Transaction List by Supplier report to the specific date that you want to check.

 

To do that:

  1. Click on Reports from the left pane.
  2. Look for Transaction List by Supplier in the search box.
  3. Choose the Report period/date that you want to pull up. 
  4. Select on Run report.

Here are some resources that you can visit to give you more tips about running and customising reports in QuickBooks Online: 

Let me know if you need more help with reports or with QuickBooks. Thanks for bringing us your question, wishing you and your business continued success in all future endeavors.