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admin450
Level 1

How do I get my expenses listed by category

 
1 Comment 1
FatimaJasmin_V
QuickBooks Team

How do I get my expenses listed by category

Hello and welcome to the Community, Admin.

 

In QuickBooks Online (QBO), you can view your list of expenses by category using the Expenses & Bills section or the Transaction Detail by Account report for better tracking.

 

Here's how to check expenses by category in the Expenses & Bills section:

 

  1. Navigate to My apps and select Expenses & Bills.
  2. Click Expense transactions.
  3. Filter the transaction type to Expense.
  4. Use the arrow beside Category^ to view expenses organized by category. 

 

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Alternatively, you can use the Transaction Detail by Account Report to check expenses by category:

 

  1. Click the Reports tab on the left-side of the dashboard.
  2. Search for Transaction Detail by Account in the search bar.
  3. Customize the report by applying filters for Expenses.
  4. Run the report to view your expenses grouped by category for detailed tracking.

 

 

This ensures a clear and organized view of your expenses.

 

If you have any additional questions or concerns related to QuickBooks, feel free to reply to this thread.

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