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larry39
Level 1

How can I pull a report just for meals and entertainment

 
1 Comment 1
Rea_M
Moderator

How can I pull a report just for meals and entertainment

You'll have to customize the Transaction Detail by Account report, @larry39. This way, you can view transactions just for meals and entertainment. I'm here to guide you how.

 

When you customize a report in QuickBooks Online (QBO), you're able to get the most out of your financial and transaction records. It'll also let you focus on the details (e.g. specific account) that matter the most.

  1. Go to the Reports menu.
  2. Type in Transaction in the search box, then select Transaction Detail by Account.
  3. Click the Customize button to open the customization window.
  4. In the General section, set the Report period.
  5. Go to the Filter section, then select Meals & Entertainment in the Distribution Account field.
  6. Select Run report.

 

I've attached screenshots below for your reference.

20.PNG21.PNG22.PNG

 

Once customized, you can have the said report memorized. This way, you'll be able to save its current customization settings. For the detailed steps, kindly refer to this article: Memorize reports in QuickBooks Online.

 

There are specific ways on how to customize your reports to get amazing results. To learn more about it, you can check out this article: Popular custom reports in QuickBooks Online. It contains instructions on how to see all customer or vendor payments and make reports easier to understand to name a few.

 

Please let me know if you have other concerns. I'm just around to help.

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