cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

How to generate a report that identifies-on a given case-the total expenses incurred, the expenses that have already been paid and which expenses are still outstanding?

 
1 Comment
Highlighted
QuickBooks Team

Re: How to generate a report that identifies-on a given case-the total expenses incurred, the exp...

Hello there, @mgoldgisser.

 

I'm here to help generate or run the reports you need.

 

First, to pull up a report showing the total expenses incurred in QuickBooks Online (QBO), you can open Profit and Loss report and filter the accounts to All expenses.

 

  1. Click on Reports at the left pane.
  2. Look for the Profit and Loss Detail report on the search field.
  3. Make the necessary customization including the report's period (dates).
  4. Customize the account type by clicking on Customize beside Save customization.
  5. Click on Filter.
  6. Select All Expenses Accounts under Distribution Account.
  7. Click on Run report.

Second, to check your paid expenses, you can open the Transaction List by Vendor report and filter the transactions to Paid.

 

  1. Look for the Transaction List by Vendor report on the search field.
  2. On the report's page, click on the small Gear icon beside the Export icon.
  3. Put a check-mark on A/P Paid to include these column on the report.
  4. Click on Customize.
  5. Select Filter.
  6. Under A/P Paid, select Paid.
  7. Click on Run report.

Lastly, you can open the Vendor Balance Detail report to check your outstanding expenses.

 

  1. Click on Reports at the left pane.
  2. Look for Vendor Balance Detail on the report's search field. 
  3. Make a necessary customization.
  4. Run the report.

To learn more about running and customizing reports in QBO, you can check these articles: 

 

Let me know directly if you have any other questions about running reports in QBO, I'm just a post away to  help you. Have a great day ahead!