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June 25, 2022
Question

How to create new report which is not listed in predefined list. I want to create expenses by category report.

  • June 25, 2022
  • 1 reply
  • 2 views
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1 reply

Level 10
June 25, 2022

Hello there, @purchaselepya. I'll gladly share a few insights about creating new sets of reports (not on the predefined list) and guide you on how you can generate the one you need in QuickBooks Online (QBO).

 

For the time being, the option to create new reports which aren't listed in the predefined list is unavailable in QBO. However, you can pull up and customise the Transaction Detail by Account report to view your expenses by category. To do this, here's how:

 

  1. Go to the Reports menu.
  2. In the search box, type in Transaction and select the Transaction Detail by Account report. 
  3. Click the Customise button.
  4. Set the Report period.
  5. Go to the Filter section and choose the All Expenses Accounts option in the Distribution Account field.
  6. Click Run report. 

 

On the other hand, we take your suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next. 
  5. Follow the on-screen instructions to complete the process.

 

For an overview of how to run basic reports in QBO, please see this article: Run reports in QuickBooks Online.

 

Also, you may want to check out one of our Help pages as your reference in case you need a guide in getting the most out of your financial reports in QBO: Reports for QuickBooks Online.

 

I'm all ears if you have other reporting concerns or questions about managing expense transactions in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @purchaselepya.