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I am a new user and was told by QB Help Desk to enter "Expense" in the Payee Column of the Downloaded Transactions file to run a report of just expenses. I also want to run an Expense report by category
Hi there, SLA1,
I can provide you some information about this question.
We can customize a Custom Transaction Detail report to show your expense transactions. Let me guide you how to do that:
That's should show all your expenses, SLA1. To know more about customizing reports in QuickBooks Desktop, please refer to this article: Customize Reports in QuickBooks Desktop
Please keep me in the loop if you have any questions with your QuickBooks reports. I'm here to assist you whenever you needed help.
You put real Payee Names there; Expense is the Reason, not the Payee.
You can use Misc Supplies, for instance, or Staples. Those are Payee Names.
The "reason" for the expense is Rent Expense or Office Supplies. This is found by running Reports, such as your financial reports: P&L.
You don't put the word "expense" as if that is the Payee. That is bad guidance. Expense is the Function and the reason. Buying a new building is an Expenditure as Asset. Repairing a broken window is Expense as Repairs.
And you track who you paid, for proper reporting requirements.
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