Hey there rocketbee,
I can see how organizing your books to only see open transactions would be helpful for keeping track of work that needs to be done rather than having it mixed up in what's already been done. I'll go over the options in the Expenses tab of QuickBooks Online.
It sounds like you've become acquainted with the Expenses tab and its list of your bills, bill payments, expenses, purchase orders, and other transactions. When you only want to see certain information over others, an option you can consider is the Filter feature, which is found just below the Expense Transactions heading. There, you can choose if you want to see only a certain type of transaction (such as a bill) or to see transactions with a certain status, for instance. In this case, I encourage you to explore the Status filter, and choose Open. After applying that filter, you'll only see open transactions.
The important thing to note here is that it doesn't include open purchase orders that haven't yet been made into a bill. This is likely because purchase orders are non-posting transactions, which means they don't hit your reports until they're converted into something like a bill.
That being said, here's another workaround you can try, which is adding the Status column on the Expenses Transaction page and then sorting by that column. Follow these steps.
- On the Expense Transactions page, click the small gear icon above the Action column.
- Check the box for Status.
- Click the Status column header to sort the transactions by status.
Even if you navigate away from the page and go back, the transactions should still be sorted in that way. If not, simply click that heading again to get the transactions into the order you'd like.
I hope that helps! Feel free to submit feedback about this to our product developers by taking the following steps: How do I submit feedback?
Let me know if you have any other questions.
