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Level 1

Is there a way to filter and edit expense transactions within current year that have NULL value in Payee Field?

Is there a way to filter and edit expense transactions within current year that have NULL value in Payee Field?
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Moderator

Is there a way to filter and edit expense transactions within current year that have NULL value in Payee Field?

Hello @classicpandp,

 

Welcome aboard to the Community. Let me share some steps so you can filter expense transactions in QuickBooks Online.

 

For transactions without a payee, I recommend running the Transaction List By Date report. You have the option to filter the report to only show non-specified transactions.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Scroll down and select Transaction List By Date.
  3. Click Customize.
  4. Choose the date range.
  5. Press the drop-down arrow next to Name.
  6. Select Not Specified.
  7. Hit Run report
  8. Click the expense transaction. 
  9. Add the payee information.
  10. Press Save and close.

Additionally, I recommend visiting the following article to learn more about how to personalize reports in QuickBooks: Customize reports in QuickBooks Online.

 

Please know that I'm just a post away if you have any other questions related to your expenses in QBO. Take care.

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