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cvwllc16-gmail-c
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Can quickbooks give me an expense report for a full year from several calendar years ago?

 
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AileneA
Moderator

Can quickbooks give me an expense report for a full year from several calendar years ago?

Yes, QuickBooks Online (QBO) can generate expense reports for a full year from previous calendar years. cvwllc16. I'll show you how to do it.

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Reports tab from the left-hand menu.
  3. In the search bar, type Expense Report.
  4. Customize the report by selecting the desired Report period date range, including the entire year you want to report on.
  5. Click on the Refresh report button to take effect the customized date.
  6. The report will show you a detailed breakdown of expenses, including the date, amount, vendor name and transaction type.

 

Once completed, you can export the report to Excel, Run the report and sync data in Excel, Export it as CSV, and Print/Save it as a PDF. This will allow you to quickly access and analyze your expenses from previous calendar years in QuickBooks Online.

 

 

 

 

In case you need to modify the details of your report in QuickBooks Online, refer to this article: Customize reports in QuickBooks Online. 

 

If you need further assistance with your report or expense tracking in QBO, feel free to let me know by leaving a comment below or posting again. I'm always happy to help. Have a great day.

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