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JonSWR
July 21, 2020
Question

Run report that includes expenses (not only bills)

  • July 21, 2020
  • 1 reply
  • 0 views

Hi,

 

I've been putting in expenses into QBO and I have some bills (phone, utility, etc.) and I also designated some expenses (gas, stuff that was paid for immediately without invoice).

 

I tried running a report with transactions by supplier, but the "expenses" do not show up while the "bills" show up fine, grouped by supplier.  I specifically put up a filter to show only the gas suppliers (e.g. Shell) but it says there's no data available.  Even though when I look in the expenses tab, it is clearly entered as data.

 

Surely it's just some small oversight.  Please help.  Thanks.

1 reply

PatriciaT
PatriciaT
July 21, 2020

Hi JonSWR,

 

Thanks for joining us! It's great you're using QuickBooks Online to manage your expenses and bills. QuickBooks reports are designed to present accurate information you can always rely on. I'll be happy to assist you with this.

 

A good starting point would be to ensure the date range used in your report includes those of your expense transactions. To make sure you're running the report properly, check out this article: Run reports in QuickBooks Online

 

If you're still unable to see your transactions despite having the correct settings, it could be due to a browser issue. Temporary internet files that accumulate in your browser can sometimes cause bugs in the software. To ensure your app or browser is running the program as designed, I recommend following the troubleshooting steps in this article: Clear cache and cookies to fix issues when using QuickBooks Online

 

In case the issue persists, please reach out to our tech support team for us to investigate this further. Here's how to get in touch. 

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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I hope this helps! Feel free to stop by any time if you have more questions.

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