cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
jess69
Level 1

how do i get a list of disallowable expenses

 
1 REPLY 1
Jovelyn_M
QuickBooks Team

how do i get a list of disallowable expenses

We can generate the Profit and Loss report to get a summary of accounts linked to transactions categorized as disallowable, Jess69. Let me guide you through the process.

 

Before we proceed, please note that QuickBooks Self-Employed (QBSE) automatically determines whether an expense is allowable or disallowable based on your tax profile, so you won't need to manually adjust or recategorize them.

 

To proceed, once the report is generated, you can click on the amounts to view a detailed breakdown and their categories.

 

Here’s how to run the report:

 

  1. Go to the Reports tab.
  2. Select Profit and Loss, then choose your desired date range.
  3. Click View to display the report.

 

For more information, you can visit this article to better understand which expenses are considered allowable and disallowable: Understanding allowable and disallowable expenses.

 

Keep us posted if you still need further assistance.

Need to get in touch?

Contact us