Can I sort expenses by customer and date range?

I can help you run the report, @joe-dirtstudio-c.

We can run the Transaction Detail by Account and filter the Customer associated with the Project. Doing so will show all the transactions link to the Project. 

Here's how:

1. Go to the Reports menu.

2. In the search bar, type Transaction Detail by Account.

3. Tap the Customize button. 

4. Set the Reporting period.

5. In the Filter section, put a checkmark on the Customer box and select the customers assigned to a project.

6. Hit Run report.

You can also pull up the Unbilled charges report, then customize it.

In case you'd want to save this report for future use, you have the option to save the current customization settings by memorizing the report. Check this link: Memorize reports in QuickBooks Online.

Moreover, if you want to have a Project report, we have the report available for you on the Project page, these are the following:

• Project profitability

• Time cost by employee or vendor

• Unbilled time and expense

If you need further assistance in managing your account, I'm only a couple of clicks away. Have a great day!

Hi, @joe-dirtstudio-c.

Hope you're doing great. I wanted to see how everything is going about sorting expenses by customer and date range you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!