Hello there, tcbconstruction78.
You can generate a Profit and Loss report to get an overview of your spending across all categories. This is the fastest way to see a breakdown of your expenses by category.
Here's how:
- Go to Reports on the left-hand menu.
- Select the Profit and Loss report.
- Set your Report period, for example, this Year or Last Month.
- Customize the report to show specific accounts or transaction types, such as expenses.
- Click Run report.
In the Expenses section, each category will display a total amount that you can click on. Selecting the total will allow QBO to display all individual receipts and transactions associated with that amount.
Additionally, you can also generate a transaction detail report by account to view a detailed list of all transactions within particular accounts, along with an itemized breakdown of your expenses.
Here's how to do it:
- Click on the Reports tab in the left-hand menu.
- Search for the Transaction Detail by Account Report.
- Customize the report and select specific accounts, for example, expenses or bank accounts.
- Once you've customized the report, click Run Report.
For more information on customizing and exporting reports, please refer to this article: Run reports in QuickBooks Online.
Feel free to reach out with any additional questions by leaving a comment below.