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April 11, 2021
Question

Is there a way to create a custom expense report in which you pick which accounts you want to show up?

  • April 11, 2021
  • 1 reply
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1 reply

April 12, 2021

Hi drcodreanu,

 

QuickBooks Online makes it simple to keep track of your transactions. The program offers a variety of reports that provide detailed info and forecasts for your business. I'd be glad to share more information on how you can achieve your QuickBooks goals. 

 

Based on what you've described, I recommend running a Transaction Detail by Account report. Here's how:

  1. Navigate to the Reports tab.
  2. On the Find report by name field, look for Transaction Detail by Account.
  3. On the report, click the Customize button.
  4. Click on Filter to expand the options.
  5. On the Transaction Type drop-down, select Expense.
  6. In the Account drop-down, mark the accounts you'd like to view in the report.
  7. Hit Run report.

I encourage you to check out this helpful article that shows you how to customize reports so you can explore the customization options offered in QuickBooks: Customize reports in QuickBooks Online.

 

Let me know if this info helps by marking this post as an accepted solution. Otherwise, feel free to ask other questions in the comments below.