How can I produce a report grouped by expense with a total for each expense category? thanks, david

Hi there, David. I understand the importance of running a report that is grouped by expense with total. I'd be glad to assist you in handling this situation.

You can generate a Transaction Detail by Account report in QuickBooks and customize it to filter for expenses. This report will provide a detailed breakdown of transactions categorized by specific accounts, focusing specifically on expenses.

Here's how: 

1. Go to the Reports tab.
2. On the Find report by name field, look for Transaction Detail by Account.
3. On the report, click the Customize button.
4. Click on Filter to expand the options.
5. On the Transaction Type drop-down, select Expense.
6. In the Account drop-down, mark the accounts you'd like to view in the report.
7. Click Run report.
8. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
9. Click Run report.

See the screenshot below for your visual reference.

Next, you can click the Save customization button to retain the changes applied to the report. This way, you no longer need to repeat the customizations the next time you get the report.

Once the report is generated, you will see a detailed breakdown of transactions categorized by account. This includes information such as the date, transaction type, account name, description, and amount. 

I also encourage you to visit these resources that will guide you in personalizing and managing your reports in QuickBooks:

• Customise reports in QBO
• Memorize reports in QBO

As always, add a comment below if you have any other questions about generating reports in QuickBooks. I'm here to help always. Take care!

Thank you Abegail, but I fell at the first hurdle.  I could not find Transaction Detail by Account on the Reports tab.  Research may have revealed the reason.  It would appear that you have removed this report from Simple Start and it is now only available in the higher plans.

If this is so, it is extremely anoying.  It was there last year and so it appears that Intuit has degraded the QuickStart product with advising the customers.

Is there any way you can continue to provide this report for me, please?

David

Hi David, thanks for getting back to us here. Unfortunately you would need to upgrade to a higher plan (QuickBooks Essentials or above) to access the Transaction Detail by Account report. As an alternative, try running the Profit and Loss - this will show totals for each expense account in the reporting period. The report can also be exported if you need to edit this to remove the income lines.