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S
suzannek1
February 23, 2026
Question

Expense report

  • February 23, 2026
  • 1 reply
  • 0 views

Hi,

We need a report of billable expenses for the month, but we need to know the transaction type.  When I pull an Unbilled Charges report, the transaction type is Billable Expense Charge for all types of transactions.  I don't see a way to add a column for the actual transaction type.  When I try to filter by transaction type, the report is blank.  Any idea how to  get a report for billable expenses for a particular month for just credit card charges?

1 reply

J
Jovelyn_MQuickBooks Team
QuickBooks Team
February 23, 2026

Hi there, Suzannek1,

 

We can pull up the Transaction List with Splits report instead, and filter by Billable Expense Charge and the Account to select your specific credit card account.

 

Here's how:

 

  1. Navigate to Reports and search Transaction List with Splits.
  2. Set the Date Range for the desired month.
  3. Click Customize, then navigate to the Filter section.
  4. Set Transaction Type to Billable Expense Charge.
  5. Set Account to your specific credit card account.

 

You can also add columns such as Customer, Billable, and Split to see detailed line-item information.

 

This report will display each transaction along with its split lines, making it easier to view the distribution accounts and customers related to each billable credit card charge.

 

If you’re looking for tailored support with QuickBooks whether it’s managing reports or tracking transactions our QuickBooks Live Expert Assisted service is here to help. Our skilled professionals will guide you through every step to ensure you make the most of QuickBooks.

 

If you have any further questions or need assistance, feel free to reach out!

J
Jovelyn_MQuickBooks Team
QuickBooks Team
February 24, 2026

Hi, suzannek1.

 

I’m following up to see if the solution we provided worked for you.
 
Did it resolve the issue, or are you still experiencing difficulties?
 
We're happy to assist further if you need any more help.

S
suzannek1Author
February 24, 2026

I still cannot filter by Credit card account.  The report is blank.

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