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billr1
Level 2

How can I get a report of last year's expenses with totals by account?

 
1 Comment 1
ArielI
QuickBooks Team

How can I get a report of last year's expenses with totals by account?

Hello, @billr1.

 

I'm here to assist you in generating a report of last year's expenses with totals by account.

 

We can run the Transaction Detail by Account report and add a filter for Transaction Type and Account line to show the accounts you want to review in QuickBooks.

 

Here's a step-by-step guide to help you get the information you're looking for:

 

  1. Go to Reports.
  2. Use the Find report by name field.
  3. Search for Transaction Detail by Account Report.
  4. Click the Customize button.
  5. In the Report period dropdown, select Last year.
  6. Under Rows/Columns, use the Group by dropdown and set it to Account.
  7. Then, open the Filter dropdown, tick Transaction Type, and select Expenses.
  8. Finally, click Run report.

Screenshot 2024-03-25 014116.png

Moreover, check out these articles below to find out the different reports in your QuickBooks subscription and how to memorize them: 

 

 

Know that our door is open 24/7 in case you need further assistance with this. You can also mention me in the comment section below. This way, I'll be notified and can help you right away. Take care always.

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