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Join nowIs there a report I can pull to see if an expense is not assigned to a customer/project?
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I'll ensure that you'll be able to get the data that you're looking for, @kross1. You came in the right place for a response.
I can give you a report where you can review the expenses transactions details. By doing so, you can know what transactions that don't have customer's associated.
Currently, there's no report to pull to see if an expense is not assigned to a customer/project. But, you can run the Transaction List by Vendor report and open the transactions one at a time. This way, you can review if there's assigned customer/project.
Do the following:
For more details about customization, check out these article: Customize reports in QuickBooks Online.
You can also click the Save Customization button to memorize the report. It'll help you save time since it automatically updates every time there are newly added transactions. Check out this article for more details: Memorize reports in QuickBooks Online.
In addition, consult the following articles to learn about how to print, export, and email different reports available in your subscription:
I can show you another guide or overview if you have other questions about your account. Feel free to leave a comment below, and the support is just a pole away. Be safe always.
I'll ensure that you'll be able to get the data that you're looking for, @kross1. You came in the right place for a response.
I can give you a report where you can review the expenses transactions details. By doing so, you can know what transactions that don't have customer's associated.
Currently, there's no report to pull to see if an expense is not assigned to a customer/project. But, you can run the Transaction List by Vendor report and open the transactions one at a time. This way, you can review if there's assigned customer/project.
Do the following:
For more details about customization, check out these article: Customize reports in QuickBooks Online.
You can also click the Save Customization button to memorize the report. It'll help you save time since it automatically updates every time there are newly added transactions. Check out this article for more details: Memorize reports in QuickBooks Online.
In addition, consult the following articles to learn about how to print, export, and email different reports available in your subscription:
I can show you another guide or overview if you have other questions about your account. Feel free to leave a comment below, and the support is just a pole away. Be safe always.
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents. NGS Medicare
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