Skip to main content
R
rschmidt46
June 5, 2025
Question

Expense Detail by fiscal quarter

  • June 5, 2025
  • 1 reply
  • 0 views

I need to capture expenses per fiscal quarter at the detail level.  How do I do that?  I can generate a report at the summary level or one for the fiscal year-to-date with details.  I need the details by quarter.  It seems this should be easy to do but I've spent hours trying to figure it out myself.  Now I'm looking for help with it.

1 reply

S
ShyMae
June 5, 2025

I appreciate all your efforts, Rschmidt. Generating a detailed expense report for each fiscal quarter is a good idea. Let's forward this suggestion to our product engineers. 

Currently, generating a comprehensive expense report that displays each fiscal quarter within a single document is unavailable. I recommend submitting this idea to the product development team. 

It could lead to a feature enhancement, making the process more streamlined for you and other users in the future. Here's how to do it: 

 

  1. Hover to the Help menu. Select the Send Feedback Online option.
  2. Choose the Product Suggestion, and a pop-up window will appear. 
  3. Type your feedback suggestion in the space provided.
  4. Hit the Send Feedback button.
     


In the meantime, you can customize the Expenses by Vendor Detail report by setting your fiscal quarter dates. Afterward, export this data. Please see the attached screenshot for visual reference.

 

 

Repeat this process for the other fiscal quarter data, then consolidate it outside the program. This workaround will ensure you capture all the detailed information for each quarter. 

 

For future reference, if you receive bills from your vendors, you can upload them to QuickBooks. The system captures the info and matches it with an existing transaction. 

 

You can always add a reply below if you need further assistance or clarification. We're here to back you up.

Terms & ConditionsAccessibility statement