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Please help! I want to run a report showing any expenses that have gone through the bank that does not have a customer allocated to it - is there such a report? Basically I want to capture any outgoings that I have missed allocating a customer against.
TIA
I've got you covered, @JAC10.
You can run and customise the Transaction Detail by Account report to show transactions aren't allocated to a customer. Here's how:
I'm adding this article to learn more about customising reports in QBO: Customise reports.
You might also want to memorise some reports in QBO. This allows you to save your current customisation settings on the report.
Please know that I'm just a reply away if you need any further assistance running reports. Wishing you all the best, @JAC10.
Thanks Mark, but that is not it as that report does not show the Customer/Project name just the name of the company the expense is from. We have various expenses that I assign to a customer/project and I want to run a report on the expenses that we have to ensure every expense has a customer/project allocated. For what I can see this report ensures that every expense has the name of the company we purchased the item from NOT the customer it relates to.
Is there such a report and if so, please advise.
Many thanks
POSTING AGAIN IN THE HOPE THAT SOMEONE KNOWS THE ANSWER :)
Thanks Mark, but that is not it as that report does not show the Customer/Project namejust the name of the company the expense is from. We have various expenses that I assign to a customer/project and I want to run a report on the expenses that we have to ensure every expense has a customer/project allocated. For what I can see this report ensures that every expense has the name of the company we purchased the item from NOT the customer it relates to.
Is there such a report and if so, please advise.
Many thanks
Hello JAC10, thanks for coming back to us, so it is not possible to get a report to do this in quickbooks, the closest report would be the one Mark has mentioned. You can leave it as feedback from the main cog wheel >feedback, this gets sent straight to the developers.
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