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Level 1

Creating Travel Expense Reports

I recently traveled for business.  Now that I am back, I have multiple transactions posted to my Credit Card in QBOL.  How do I combine all of those transactions into one expense report?  I want to be able to upload one PDF with all receipts and have all charges on the same report. 

1 Comment
QuickBooks Team

Creating Travel Expense Reports

I'm here to ensure you're able to view all your expense transactions in one report, Egj13.

 

We're unable to create an expense report in QuickBooks Online. As a workaround, we can either pull up and customize the Profit and Loss report or the Transaction Detail by Account report. I'll guide you how.

 

Profit and Loss report:

  1. Go to the Reports menu.
  2. Type in Profit and Loss in the search bar, then click to open.
  3. Click Customize.
  4. Under the Report period, select the correct date.
  5. On the Filter section, click the drop-down arrow beside Distribution Account, then select the expense account.
  6. Once done, click on Run report.

 

Transaction Detail by Account report:

  1. Go to the Reports menu.
  2. Type in Transaction Detail by Account in the search bar, then click to open.
  3. Click Customize.
  4. Under the Report period, select the correct date.
  5. On the Filter section, select the Transaction Type.
  6. Click the drop-down arrow beside Distribution Account, then select the expense account.
  7. Once done, click on Run report.

 

For your visual reference, I've attached some screenshots below.

 

pl.PNG EX.PNG

tr.PNG EX1.PNG

 

Additionally, feel free to customize the reports in QuickBooks Online to choose the details that you'd like to see. Then, memorize them to save the current customized settings.

 

You can always leave a comment below if you need further assistance with the process. Doing so helps us further assist you.

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