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I am looking for a way to run an expense report based on class and to be able to print said report and have the scanned receipts to accompany them to be reimbursed.

I am a pastor who has an accountable reimbursement plan and since I use qbo for some rental properties, what I would like to do is be able to scan those receipts in and mark them in a class of “ministry”.
3 Comments
QuickBooks Team

Re: I am looking for a way to run an expense report based on class and to be able to print said r...

Greetings, pastorjoshhester!

 

You'll be glad to know that you can run and customize the Expenses by Vendor Summary report to get the report you need. Let me show you how.

  1. On the left navigation panel, select Reports.
  2. Under Expenses and Vendors, select Expenses by Vendor Summary report.
  3. Under Display columns by drop-down menu, choose Classes.
  4. Check and verify necessary information.
  5. Click on Run Report.

I also encourage saving this report so you can easily access it on the Custom Report page when you need it in the future. To do this, just click on the Save customization on the upper right corner of the report.

 

For the scanned receipts, you'll have to add them as attachments.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Lists, select Attachments.
  3. Click Attachments.
  4. Select and upload the scanned receipts.

I've also attached a screenshot for your references.

 

 

 

You can read through these articles to learn more about these two QuickBooks Online tasks:

You can always go back here to the Community if you have any other concerns.

Not applicable

Re: I am looking for a way to run an expense report based on class and to be able to print said r...

Is there a way to only get the receipts of a certain class of receipts?

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QuickBooks Team

Re: I am looking for a way to run an expense report based on class and to be able to print said r...

Allow to jump in and help with your question about the receipts, pastorjoshhester.

 

You can manually select them in the Attachments section and download them one at a time. Just click the Download link in the left-hand corner. You can use the information from the customized vendor report to determine which receipts is from which class. 

 

You can always reply to this thread if you have other questions. 

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