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doctorsbugs
Level 1

Columns in expense transaction list

Viewing the list of my expenses, I see I can include columns for type, payee, method, source, due date, etc, but I don’t see the option to have a column for the payment account, so I can look through the expense list and see which was paid using which credit card.  How can I add such a column?

4 Comments 4
ReymondO
QuickBooks Team

Columns in expense transaction list

Hi there, @doctorsbugs.

 

The option to add specific columns in the Expense transaction list is unavailable in QuickBooks Online (QBO).

 

For now, you can run a Transaction List by Vendor report. That way, you'll be able to see the list of expense transactions for each vendor and the accounts that are linked to them. 

 

Here's how:
 

  1. Go to the Reports menu and open the Transaction List by Vendor report.
  2. Filter the dates.
  3. Click Run report

 

You can also customize this report to get the details that matter the most to you. 

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

I'd also recommend sending feedback to our product developers. That way, they can review your request and help improve your QuickBooks experience. You can track feature requests through the QuickBooks Online Feature Requests website.

 

I'm also including our Help articles for related references in managing your account and transactions.

 

Please let me know if you need clarification about this, or if there's anything else I can do for you. I'll be standing by for your response.

doctorsbugs
Level 1

Columns in expense transaction list

Good, but what I want is simply to scan down my list of expenses and see which of my credit cards was used for what...

Cartola
Level 1

Columns in expense transaction list

I'm looking for the exact same thing doctorsbugs!  Any luck since this post?

ZackE
Moderator

Columns in expense transaction list

Thanks for joining this thread, Cartola.
 

If you're using an Advanced subscription, you can create custom fields and add them as columns on reports.
 

Here's how:

 

  1. Create your custom field.
  2. From the Reports screen, use your Find report by name search field to enter the name of a report you want to work with.
  3. Choose your report and click its Gear icon at the top right.
  4. Under Change columns, tick your checkboxes for each custom field you want to add to the report.
  5. Select anywhere outside your settings panel to close it. QuickBooks will add the column(s) to your right side of the report. To reorder them, utilize your Gear icon again and select Reorder columns.

 

If you're not using an Advanced subscription and would like to upgrade, you can do so any time. You can use our test drive accounts to explore what an Advanced plan is like.
 

I've also included a detailed resource about working with custom fields and reports which may come in handy moving forward: Use custom fields in reports
 

I'll be here to help if there's any additional questions have an awesome Thursday!

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