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R
Race-MX
April 4, 2025
Question

How do I run a report that shows me only expenses by category?

  • April 4, 2025
  • 2 replies
  • 0 views

So many reports I cannot find this. 

2 replies

T
TimotiSbr
April 4, 2025

Totally get the frustration, QuickBooks has a lot of report options but not always obvious names.

 

Try this: go to Reports -> search for Expenses by Vendor Summary or Transaction Detail by Account. Then customize it by filtering for just expense accounts and grouping by category. That should give you a clear view of expenses by type.

    T
    TrixieD
    April 4, 2025

    You can generate the Transaction Detail by Account report, Race. Let me guide you on how to modify this data and display expenses by category seamlessly.

    There is a variety of reports you can access and customize to suit your business needs. You can run the Transaction Detail by Account report in QuickBooks Online and then customize it to view your expenses by
    category. To ensure you can see the categories, you need to switch to the classic view.

    Here's how: 

     

    1. Go to the Reports menu on the left panel.
    2. In the search bar, type Transaction Detail by Account.
    3. Click on "Switch to classic view" at the top.




    4. Select the "Customize" button and check the "Split" checkbox under Rows/Columns.
    5. In the Filter section, select these options from the Transaction Type drop-down menu:

     

    • Bill
      • Bill Payment (Check)
      • Bill Payment (Credit Card)
      • Cash Expense
      • Check
      • Credit Card Expense
      • Credit Card Credit
      • Vendor Credit

    2. Choose "All Expenses Accounts" from the Distribution Account drop-down menu.
    3. Click "Run report.



    Here's what it will look like after customizing:



    Did you know that with QBO Advanced, you can create reports tailored to your specific needs? It includes access to a dedicated account team, comprised of experts who are ready to help you maximize all the Advanced features. They can assist with personalizing user management and reporting to align with your unique business requirements. Consider upgrading to QuickBooks Advanced today to take full advantage of these capabilities.

     

    QuickBooks Online (QBO) offers flexible features to create reports that provide insights into your business. You can export these to Excel for use outside of the software.

    If you have any more questions or concerns about generating reports, please feel free to post them here in the Community. We're here to ensure that all your queries are thoroughly addressed.

    R
    Race-MXAuthor
    April 4, 2025

    Just to confirm I am using Quickbooks Online. Is this info for another version? I was able to open the report Transaction Detail by Account. I do not have any link that says switch to classic view. There is no "Customize" button anywhere. That is as far as I have gone. Thanks. 

    J
    Jelayca V
    April 4, 2025

    I appreciate you following up on this, Race. I’d like to clarify, yes, the option to switch to classic view is still available in QuickBooks Online (QBO); however, it does not apply to all reports. Let me clarify and elaborate on this.

     

    Specifically, if you're using the Simple Start plan, the option to change to the classic view when running Transaction Detail by Account reports is not available, as this feature is accessible only in the Essentials, Plus, and Advanced plans.

     

    In this case, consider personalizing the report in the modern view. I’d be glad to walk you through this process:

     

    1. In the Reports tab, enter Transaction Detail by Account in the search field.
    2. Click the Columns icon, then check the box for Item split account full name and any other relevant boxes you would like to view in the report.
    3. Click the Funnel icon to filter the Transaction type.
    4. Select the transactions you'd like the report to generate, such as Bill, Bill Payment (Check), Credit Card Expense, etc.
    5. Choose how you want to Group by your data.

    After this, the report will generate the data based on the customizations you've applied.

     

    You can also get a summary of all payments made to a vendor throughout the year by running a report on vendor totals. Memorizing this report can save you time, as you won’t have to go through the customization process again.

     

    Additionally, you can export your reports to obtain a copy or use them outside of QuickBooks. For complete guidelines, refer to this article: Export your reports to Excel from QuickBooks Online.

     

    Please don’t hesitate to reach out if you need additional assistance with customizing your reports, Race. I would be delighted to help you.

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