Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Search Expense Transactions by Payment Account

Hi, when looking at all our Expenses in the Expense Transaction list screen, how can I filter so that I am looking only at expenses that were paid out of the bank checking account? For example, I don't want to see an expense that was imported from the Credit card company. My solution is to be able to filter on the Payment Account, but that is not an option. Maybe another way to accomplish this? Thank you

Solved
Best answer November 12, 2020

Best Answers
Moderator

Search Expense Transactions by Payment Account

I know a way to get expenses list you want, dominojoe.

 

Instead of filtering the Expense Transactions page, we can pull up a report directly from the Chart of Accounts. Here's how to customize the report:

  1. Click Accounting on the left menu and go to the Chart of Accounts tab.
  2. Look for the checking account and click the drop-down arrow next to View register.
  3. Select Run report and click the Customize button.
  4. Change the Report period if necessary and go to the Filter section. 
  5. Mark the Transaction Type box and select the transaction types you want to show such as Expense, Check, and etc.
  6. Click Run report.

Here are some links that you can use for reference when customizing reports in QBO: 

Get back to us if you want more assistance in customize the reports. Have a great day!

View solution in original post

1 Comment
Moderator

Search Expense Transactions by Payment Account

I know a way to get expenses list you want, dominojoe.

 

Instead of filtering the Expense Transactions page, we can pull up a report directly from the Chart of Accounts. Here's how to customize the report:

  1. Click Accounting on the left menu and go to the Chart of Accounts tab.
  2. Look for the checking account and click the drop-down arrow next to View register.
  3. Select Run report and click the Customize button.
  4. Change the Report period if necessary and go to the Filter section. 
  5. Mark the Transaction Type box and select the transaction types you want to show such as Expense, Check, and etc.
  6. Click Run report.

Here are some links that you can use for reference when customizing reports in QBO: 

Get back to us if you want more assistance in customize the reports. Have a great day!

View solution in original post

Need to get in touch?

Contact us