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gckidron
October 2, 2024
Question

Expenses Organized by Customer

  • October 2, 2024
  • 1 reply
  • 0 views

I am looking to generate reports that show expenses organized by customer. For example, we have an invoice from "Builder Company A" for work done on the "John Doe" new home project. I have assigned the vendor/contractor as "Builder Company A" and have chosen "John Doe" as the customer, then saved it. 

 

However, I cannot find any report that shows what I'm looking for. I want to see all expenses I've noted as being for "John Doe's" project so I can see the total amount we've spent on that project. Can anyone help with this?

1 reply

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ReymondO
October 2, 2024

Good day, @gckidron. I'm here to help you pull up the report to show the amount your spent on your customer's project.

 

You can run the Profit and Loss by Customer report in QuickBooks to get this data. This way, you can review the expenses organized by your customer. Let me show you how:
 

  1. Go to the Reports menu and select Reports.
  2. Look for the Profit and Loss by Customer report, then open it.
  3. Filter the report to show the customer's data you wanted to view. 

 

Moreover, you can memorize the report after filtering them. This way, you save their current customized settings and use them in the future.

 

Please let me know if you have further questions about reviewing customer's expense in QuickBooks. I'll be here to help.

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    gckidronAuthor
    October 2, 2024

    Thank you so much! This did give me the numbers I was looking for; however, I still would like to see a full list of expenses organized by customer. For example, we used 6 different subcontractors and 5 different vendors, each with at least 2 invoices, I'd like to see all of these organized by customer.

    J
    JustinDaveC
    October 3, 2024

    I appreciate you coming back to this thread, gckidron. Let me give you further information on how to see the list of expenses by customers in QuickBooks Online (QBO).
     

    You're on the right track now to see the report on the list of all expenses by customer. Here are the further details to locate it:
     

    1. In your Profit and Loss by Customer report, click the Expenses dropdown.
    2. Move the bar to the right and see the value of Total Expenses.
    3. Under the TOTAL column, click on the value of the Total Expenses.
    4. When you're routed to the Transaction Report, click on the Group by dropdown and choose Customer.
    5. Hit Run Report.
    6. If you want to customize the report, click on Customize and tick all the preferred details that you want to show under the Filter dropdown, then Run report.
       

    I've added this article for you to be guided further on how to customize reports in QuickBooks Online.
     

    Moreover, visit this article if you want to download the data to your local hard drive: Export reports, lists, and other data from QuickBooks Online.

     

    Please keep us posted and update me on the progress, gckidron. The Community is always here to help you if you have any further questions or concerns about expense reports by customers in QBO. Stay safe!

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