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contact1
Level 1

How do I export a specific expense account report (ex: meals/entertainment for a single tax year)? It needs to include attached receipts.

 
2 Comments 2
Rustler
Level 15

How do I export a specific expense account report (ex: meals/entertainment for a single tax year)? It needs to include attached receipts.

any attached receipts to any transaction, has to be "exported"  downloaded manually

 

in the chart of account you can report on the account you want for the date range you want.

JamesDuanT
Moderator

How do I export a specific expense account report (ex: meals/entertainment for a single tax year)? It needs to include attached receipts.

Hello contact1,

 

We can export an expense account report through Chart of Accounts. However, this doesn't include the attached receipts or documents.

 

Here's how to export a report to Excel:

  1. Select Accounting and go to the Chart of Accounts.
  2. Look for the expense account and click Run report.
  3. In the Account QuickBooks Report window, click the Export option.
  4. Select Export to Excel.

For the attached receipts, you can download them through the Attachments window one at a time.

  1. Click the Gear icon in the upper-right corner and select Attachments.
  2. Look for the receipts and click Download.

Let me know if you have further questions.

 

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