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February 21, 2021
Question

Where can I locate a summary of expenses by category?

  • February 21, 2021
  • 1 reply
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1 reply

February 21, 2021

I can help you locate the expenses by category, @thesweatshak-gma.

 

In QuickBooks Online (QBO), there is a variety of reports you can access and customize to suit your business needs. We can pull up the Transaction Detail by Account report. This displays transactions and total for each account in your chart of accounts. We can filter it to show all expenses accounts.

 

Here's how:

  1. Go to the Reports menu.
  2. On the search bar, type Transaction Detail by Account.
  3. Click the Customize button.
  4. Set the Report period.
  5. Under Filter, put a checkmark to Transaction Type.
  6. Choose Expense.
  7. For Distribution Account, choose All Expense Account.
  8. Click Run Report.

I've also added these articles for your future reference:

You can post anytime if you have other questions about accessing reports in QBO. I’m always here to help.

February 22, 2021

Hi, @thesweatshak-gma.

Hope you’re doing great. I wanted to see how everything is going about the summary expenses report you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!