Can I run a report that shows all expenses not associated with a project?

Let me guide you on how you can run a report that shows the information you need, JoshBeall.

Financial reports give you snapshots of different areas of your business. You'll want to run a report outside a specific project so you'll know those transactions that weren't included or tagged as project. To do this, follow the steps below: 

1. Go to the Reports menu.
2. Use the Find report by name search bar to search for reports by name. You can also browse the list.
3. Select the report to open it.

You may also want to filter your report to show specific accounts or customers, or format the layout so the right data shows up, go through this article for your guide: Customize Reports In QuickBooks Online. Additionally, to give you more details on what reports are included in your subscription, check this out: Reports Included In Your QuickBooks Online Subscription. 

Keep me posted if you have any concerns about running a report. I'll always be right here to further assist you.

I can't seem to locate a report that shows a column for "project" or that allows me to filter by projects (or by not having a project assigned). Can you guide me to the report you're referring to?

I can help you in running the report, JoshBeall.

You can run and customize the Transaction List by Customer report to view all the transactions (income and expenses) grouped by project or customer. I'll show you how:

1. Select Reports and go to the Sales and customers section.
2. Choose Transaction List by Customer.
3. Click the Customize button, then set the desired reporting date.
4. Under the Rows/Columns section, click the Change columns link and then tick the Customer checkbox.
5. Go to the Filter section.
6. From the Customer drop-down menu, select All if you want to view all the transactions linked to your customers and projects. This way, you'll be able to track and compare the transactions entered into a project.
7. If you want just want a list of all transactions associated with a project, you can select the project name from the Customer drop-down menu.
8. Click Run report.

After those filters are applied, you'll be able to see the transactions you’ve entered in QuickBooks and the projects that go with them in the Customer column. 

I've added an article you can read that helps you get the most out of QuickBooks Online's reporting capabilities: Customize reports in QuickBooks Online.

If you need further assistance in managing reports, I'm only a clicks away. Have a great day!

The "Transaction List by Customer" report shows me income and billable expenses, but I would also like to see non-billable expenses. Is there a report that shows all income and all expenses associated with that customer/project, whether the expense is billable or not?

Hello, JoshBeall.

I understand that you want a report where you can track non-billable expenses. 

I recommend pulling up the Transaction List with splits then customize it for you to see the non-billable transactions. 

Here's how: 

1. Go to the Report tab.
2. In the Find report by name bar, search the Transaction List with splits.
3. Click on Customize.
4. Select the Row/Columns and put a checkmark beside Billable.
5. Press Run report.

This report will both show the billable and non-billable transactions. Also, to determine if a transaction wasn't tagged as billable is if the Billable column (Transaction List with Split report) is blank. If you can see that the transaction does not have a Yes under this column,

If in case you're interested in exporting your reports, you can refer to this article for the detailed steps: Export your reports to Excel from QuickBooks Online 

Keep in touch with me here should you have any additional questions or concerns working with reports. Stay safe!

Hey QB. This suggestion doesn't do it.  It is a simple add to the column selections on various reports.  Please make the change.  Many people are looking for it.

Hi there, sasamn.

I can see how the option to run all expense report not included in the project would benefit the data reporting.

That said, I'd suggest sending Feedback to our developers. Here's how:

1. Click the Gear icon.
2. Under PROFILE, select Feedback.
3. Enter a description of your suggestion.
4. Click Next.

If you need more resources in managing financial reports, you can check this article: Customize reports in QuickBooks Online.

I'll be around if you have other reporting concerns.

...My team are among those looking for this.  I know it's never simple as it seems, but considering all of the other ways to select and filter, it shouldn't be that difficult to do it by Project or by anything that hasn't been flagged for a specific project.