Skip to main content
February 13, 2024
Question

How do i find a report to show billable expenses

  • February 13, 2024
  • 1 reply
  • 0 views
I would like to query an account line i/e/ subcontractors and see which expenses have been flagged as billable and which have not

1 reply

February 14, 2024

Hello cara10,

 

Glad to have you connect with us again. QuickBooks offers a variety of reports that help you streamline your work with ease. I'll be happy to share more info so you can continue to do the things you enjoy. 

 

I recommend running the Transaction List with splits then customize it to see the non-billable bills. 

 

Here's how:

  1. Go to the Report tab.
  2. In the Find report by name bar, search the Transaction List with splits.
  3. Click on Customize.
  4. Select the Row/Columns and put a checkmark beside Billable.
  5. Click on Filter, then choose Bill as a Transaction Type.
  6. Select Run report.

This report will both show the billable and non-billable transactions. You'll want to export it so you can take out manually the billable transactions. I recommend running this report and filtering it to your liking using the following article that shows you how to: Customize reports in QuickBooks Online

 

I also encourage you to check out this article here that goes over the: Reports included in your QuickBooks Online subscription. 

 

Let me know if this info helps. I'll be one message away in case you additional further assistance.