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usermichael-lamb
Level 3

Can "expense" category items be allocated or included in COGS when customising reports?

 
Solved
Best answer December 22, 2020

Best Answers
Adrian_A
Moderator

Can "expense" category items be allocated or included in COGS when customising reports?

Yes. It can be included, usermichael-lamb.

 

We can run the Transaction Detail by Account report and filter it to display the expense category.

 

Here's how:

 

  1. Click the Reports tab.
  2. Enter and select Transaction Detail by Account.
  3. Click the Customize button.
  4. Go to the Filter drop-down.
  5. Tick the Distribution Account box.
  6. Select the expense account.
  7. Click Run report.

 

If you want to save the same customization when pulling up the report, you can memorize it. Here's a reference for more information: Memorize reports in QuickBooks Online.

 

I'll around if there's anything that I can help. Keep safe!

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1 Comment 1
Adrian_A
Moderator

Can "expense" category items be allocated or included in COGS when customising reports?

Yes. It can be included, usermichael-lamb.

 

We can run the Transaction Detail by Account report and filter it to display the expense category.

 

Here's how:

 

  1. Click the Reports tab.
  2. Enter and select Transaction Detail by Account.
  3. Click the Customize button.
  4. Go to the Filter drop-down.
  5. Tick the Distribution Account box.
  6. Select the expense account.
  7. Click Run report.

 

If you want to save the same customization when pulling up the report, you can memorize it. Here's a reference for more information: Memorize reports in QuickBooks Online.

 

I'll around if there's anything that I can help. Keep safe!

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