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FrustratedFormerDesktopUser
January 1, 2024
Question

How do I run a transaction list by expense account in quickbooks online?

  • January 1, 2024
  • 1 reply
  • 0 views

Will someone please let me know how to do this?  I cannot find the report anywhere and I cannot manually create one using the P&L report like I used to with Quickbooks desktop.

 

Thank you in advance.

 

 

1 reply

I
IrizA
January 1, 2024

Hey there. I've got some steps to run a specific report in QuickBooks Online (QBO).

 

To run a report containing expense transactions, you'll have to pull up a report named Transaction Detail by Account. 

 

Here's how: 

 

  1. Go to the Reports menu located at the left navigation panel.
  2. In the search bar, type Transaction Detail by Account. 
  3. Click the Switch to classic view. 
  4. Hit the Customize button.
  5. Fill out the field named Report period, Accounting method, and Number format.
  6. Under the Filter dropdown, tick the Transaction Type. 
  7. Beside the Transaction Type, search for Expense and click it. 
  8. Press Run report. 

 

You can also refer to this material to know more about reports and how to customize them: Customize reports. 

 

Moreover, you may also want to learn how to download your data from QuickBooks after you run your report: Export reports, lists, and other data from QBO. 

 

If you need further assistance, please comment below for us to help you with your concern. 

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