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April 12, 2024
Question

report to show how much is charged to credit card per expense category

  • April 12, 2024
  • 1 reply
  • 0 views

I'm trying to figure out how much my small business spends annually per expense type that is billed to specifically to our company credit card.  

 

I'm thinking about changing our cash back rewards card and trying to figure how much we have been paying per expense category on the cards vs bank account.

1 reply

April 13, 2024

Welcome to the QuickBooks Community, amccl7.

 

I've got steps to ensure you can pull up a specific report that you need in QuickBooks Online.

 

I recommend running and customizing the Transaction Detail by Account report. This allows you to determine how much you've been paying per expense category on your cards vs your bank account, as well as the particular charges to a credit card.

 

 

Here's how:

 

  1. Go to the Reports menu at the left panel.
  2. Use the Find report by name search bar to search for Transaction Detail by Account. You can also browse the list.
  3. Click the Customize button.
  4. Choose the Change columns link and checkmark the Transaction typeNameVendor, and Account.
  5. Go to the Filter drop-down arrow and checkmark the Transaction TypeDistribution Account, Account, Name, Vendor boxes, and other needed info you need.
  6. Click the Run report button.

 

In case you need steps on how you can memorize a report that allows you to save it with its current customization setup, you can read this article: Memorize reports in QuickBooks Online.

 

You can add a comment below if you have any additional concerns related to managing reports in QBO. I'm always here to help you further, amccl7. Take care!