cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Expenses

From the Expenses Transactions screen, is it possible to filter expenses by category or class in QBO?  I have tried but neither of these fields are available to select. Thanks!

 

 

Solved
Best answer July 31, 2018

Accepted Solutions
Highlighted
Anonymous
Not applicable

Expenses

Hi Alexw,

 

Thank you for contacting the Community.

 

At the moment it is not possible to filter by category or class on the expenses screen. You can filter by transaction type, status, date and payee by clicking the Filter button.

 

However, you can run a report on specific categories/chart of accounts by clicking the Accounting tab and the arrow pointing downwards in the action column, then Run Report. You can also run a report on classes by clicking the Gear icon then All Lists. Select Classes and Run Report on the required class.

 

I would recommend to leave this as feedback to the developers of the website so this can possibly be implemented in the further. To do this click the Gear icon then Feedback.

 

Please let me know if there is anything else I can help with. Smiley Happy

View solution in original post

1 REPLY 1
Highlighted
Anonymous
Not applicable

Expenses

Hi Alexw,

 

Thank you for contacting the Community.

 

At the moment it is not possible to filter by category or class on the expenses screen. You can filter by transaction type, status, date and payee by clicking the Filter button.

 

However, you can run a report on specific categories/chart of accounts by clicking the Accounting tab and the arrow pointing downwards in the action column, then Run Report. You can also run a report on classes by clicking the Gear icon then All Lists. Select Classes and Run Report on the required class.

 

I would recommend to leave this as feedback to the developers of the website so this can possibly be implemented in the further. To do this click the Gear icon then Feedback.

 

Please let me know if there is anything else I can help with. Smiley Happy

View solution in original post