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How do I run a report showing ALL expenses in the “Reimbursable by Client” category showing the Client name with the expense so I can validate attribution to clients.

 
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Best answer January 14, 2020

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How do I run a report showing ALL expenses in the “Reimbursable by Client” category showing the Client name with the expense so I can validate attribution to clients.

Good day, MikeMarrah.

 

You can run the Balance Sheet report and filter the Distribution and Transaction Type to show all expenses and specific category. Before you filter the information, you have to select an account you used when creating the expense transaction.

 

Here's how:

  1. Go to Reports.
  2. Under Business overview, choose Balance Sheet.
  3. Select a bank account and click its total amount.
  4. From the Transaction Report, click the Customize button.
  5. Under Filter, check the box for Distribution Account and choose All Expenses Accounts.
  6. Check the box for Transaction Type and select Expense.
  7. Hit Run report.

I've got these articles to learn more about managing reports in QuickBooks Online (QBO):

If there's anything else that I can help you with, please let me know in the comment section below. I'm always around to help.

View solution in original post

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Highlighted
Moderator

How do I run a report showing ALL expenses in the “Reimbursable by Client” category showing the Client name with the expense so I can validate attribution to clients.

Good day, MikeMarrah.

 

You can run the Balance Sheet report and filter the Distribution and Transaction Type to show all expenses and specific category. Before you filter the information, you have to select an account you used when creating the expense transaction.

 

Here's how:

  1. Go to Reports.
  2. Under Business overview, choose Balance Sheet.
  3. Select a bank account and click its total amount.
  4. From the Transaction Report, click the Customize button.
  5. Under Filter, check the box for Distribution Account and choose All Expenses Accounts.
  6. Check the box for Transaction Type and select Expense.
  7. Hit Run report.

I've got these articles to learn more about managing reports in QuickBooks Online (QBO):

If there's anything else that I can help you with, please let me know in the comment section below. I'm always around to help.

View solution in original post

Highlighted
Level 1

How do I run a report showing ALL expenses in the “Reimbursable by Client” category showing the Client name with the expense so I can validate attribution to clients.

Charles, you’re a genius.   Thank you.  

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