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Need to down excel sheet with expenses already sorted by category

1 Comment
QuickBooks Team

Need to down excel sheet with expenses already sorted by category

Hi there, trcleary. 


Allow me to share information on how you can generate and download it to an excel sheet that sorted out the expenses per category. Let’s get started. 


With QuickBooks Online, there is a variety of reports you can access and customize to suit your business needs. Aside from opening Profit and Loss report, you can also generate Transaction Detail by Account report. This displays transactions and total for each account in your chart of accounts. Just filter it to show All Expenses Accounts


Here’s how: 


  1. Go to Reports.
  2. Enter in the search bar Transaction Detail by Account.
  3. Tap the Customize button.
  4. Under report period, you can set the Dates.
  5. Under Filter, put a check mark to Transaction Type. Select Expense.
  6. For Distribution Account, choose All Expense Account.
  7. Hit Run Report
  8. Click the Export icon, and drop down arrow. Select Export to Excel








You can also save this report by clicking on Save Customization. Once saved, you can access this report in the Custom reports tab from the Reports section. It'll help you save time pulling up this report every month. It's because QuickBooks automatically update it every time there are new added transactions.  


That should do it! For additional insights, you may check out these articles:  



You can post anytime if you have other questions in QuickBooks Online. I’m always here to help. Have a great day, and stay safe!

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