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user18503
Level 1

How to generate a facilities and payroll expense report

How to generate an expense report showing facilities and payroll expenses?
1 Comment
IntuitLily
Moderator

How to generate a facilities and payroll expense report

Glad to see you in the Community space, @user18503.

 

You can certainly generate a report in QuickBooks that'll show your expenses. You'll just need to filter it so that it'll only show the expenses for facilities and payroll.

 

Here's how: 

 

  1. Sign in to your QBO account and go to Reports.
  2. Select Transaction Detail by Account under the For my accountant section.
  3. Be sure to choose the correct Report period and Accounting method.
  4. Then, tap the Customize button.
  5. Open the Filter section and select Distribution Account.
  6. Click the drop-down arrow and choose the expense accounts you need.
  7. Once done, click the Run report tab.

This type of report is available if you're using QuickBooks Online Essentials, Plus or Advanced. If you're using Simple Start, you can open the Profit & Loss instead and filter it using the last 5 steps provided.

 

For other reports you can customize, please check this helpful article: Popular custom reports in QuickBooks Online.

 

Achieving your goals in QuickBooks is my priority. That said, I'm just a post away if you need anything else. Have a great day!

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