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tcbconstruction78
Level 1

How do I look up my different categories for my receipts to see how much I spent?Total in that category

 
1 Comment 1
JoelES
QuickBooks Team

How do I look up my different categories for my receipts to see how much I spent?Total in that category

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:

 

  1. Go to Reports on the left-hand menu.
  2. Select the Profit and Loss report.
  3. Set your Report period, for example, this Year or Last Month.
  4. Customize the report to show specific accounts or transaction types, such as expenses.
  5. 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:

 

  1. Click on the Reports tab in the left-hand menu.
  2. Search for the Transaction Detail by Account Report.
  3. Customize the report and select specific accounts, for example, expenses or bank accounts.
  4. 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.

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