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Level 1

Hello. I would like to generate a report that shows expenses, categorized by the chart of account/category and the totals listed.

 
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Hello. I would like to generate a report that shows expenses, categorized by the chart of account/category and the totals listed.

I can definitely help you with that, @zenrealestategro,

 

We can customize a Transaction Detail by Account report to show a comprehensive list of your expenses. Here's how to do that:

 

  1. Go to the Reports menu.
  2. Find Transaction Detail by Account on the search field or below the For my accountant section.
  3. Click the Customize button.
  4. Under General, pick the Report Period you want to view, and select an Accounting Method.
  5. Proceed to the Filter tab.
  6. On the Transaction Type drop-down, mark the box beside the expense transactions you want to see on the report.
  7. Click any Filter you want to use and press Run Report when done.

I'm also enclosing here an article just in case you need a reference about customizing reports: Customizing Reports in QBO.

 

Kindly post any additional questions below. I'll be more than glad to be of your assistance. Have a lovely week ahead!

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