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January 18, 2025
Question

Report

  • January 18, 2025
  • 1 reply
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I want to run a report that shows categories of my expenses. Not by vendor but by fuel,purchases,meals etc.

1 reply

January 18, 2025

Welcome to Community, @jhemreck! I'll be more than happy to help pull up a report that highlights the categories of your expenses so you can complete your task smoothly and effortlessly.

 

Let's run a Profit and Loss report to examine the expense categories. This report provides a clear overview of your revenues and expenses during a specific period, enabling you to sort them into various categories.

Here's how:

  1. Go to the Reports menu.
  2. Under Favorites, select Profit and Loss.
  3. Click on the Customize button.
  4. Choose Filter.
  5. Select Change columns and pick from the drop-down list.


     
  6. Check the box for the Distribution account.


     
  7. Review the details.
  8. Once you're finished, click Run report.

 

In addition to this, if you want to store the changes you make to your reports in QuickBooks for future reference, I suggest exploring this resource: Save a customized report in QuickBooks Online. This guide will provide you with the steps to ensure your customized reports are readily available whenever you need them.

 

Moreover, I'd like to take this opportunity to introduce our in-demand product, QuickBooks Live. If assistance with expert is needed or help with finances for tax season, this is perfect for you. To learn more about it, schedule a free consultation anytime.

 

You’re more than welcome to share questions or concerns you have. Whether about running reports or anything else with QuickBooks. My team and I are here to help you every step of the way. I’ll keep this thread open, so don’t hesitate to reach out. Wishing you a wonderful day ahead!