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DaveMO
Level 2

Detailed Report Of All Expenses

Using QB Desktop Pro 2020. I'd like to create a report of all expenses for a given period, not just vendors. Internet searches show this for QB Online, but I'm having trouble doing it in my desktop version. I'd like the report to not just summarize, but rather to show each of these expenses in detail.

Solved
Best answer April 10, 2021

Best Answers
Jen_D
Moderator

Detailed Report Of All Expenses

Good thing, you came to the right page to help you with your reports, @DaveMO,

 

You may pull up a Transaction List by Vendor report to show the bill payments and checks you created for a specific period. Here's how: 

 

  1. From the Reports menu select Vendors & Payables.
  2. Select Transaction List by Vendor from the result.
  3. Click the Customize Report button at the top and update the Report Date Range.
  4. Once done, go to the Filters tab.
  5. In the Filter search box, enter and select Transaction Type.
  6. Choose Multiple Transaction Types and pick the bill payment and checks or other expense transactions you need.
  7. Hit OK when you're done.
  8. To save the custom filters, use the Memorize button at the top. You can use this for every Payment Method you want to track. Access saved reports in the Memorized Report List.

 

I'll be adding some articles to help you maximize the use of our reports in QuickBooks. See hem below:

 

 

If you have any questions about QBDT reports feel free to reach out back again, and I'll be right here to help. Have a nice day!

View solution in original post

CharleneMae_F
QuickBooks Team

Detailed Report Of All Expenses

Glad you're able to pull the report you need, DaveMO.

 

I'd suggest exporting the report to Excel. From there, we can get the amount of all the expenses it reports. I'll guide you how.

 

  1. In QuickBooks, go to the Reports menu.
  2. Find and open the report.
  3. Select the Excel on the toolbar. 
  4. select Create New Worksheet
  5. When you’re ready to export, select OK

For further guidance, please see this article: Export Reports as Excel Workbooks.

 

Additionally, I encourage memorizing your reports in QuickBooks Desktop. This helps you access the current customized settings.

 

I'll be glad to help you again if you have more questions about running reports. Please add the details in the comment section.

View solution in original post

4 Comments 4
Jen_D
Moderator

Detailed Report Of All Expenses

Good thing, you came to the right page to help you with your reports, @DaveMO,

 

You may pull up a Transaction List by Vendor report to show the bill payments and checks you created for a specific period. Here's how: 

 

  1. From the Reports menu select Vendors & Payables.
  2. Select Transaction List by Vendor from the result.
  3. Click the Customize Report button at the top and update the Report Date Range.
  4. Once done, go to the Filters tab.
  5. In the Filter search box, enter and select Transaction Type.
  6. Choose Multiple Transaction Types and pick the bill payment and checks or other expense transactions you need.
  7. Hit OK when you're done.
  8. To save the custom filters, use the Memorize button at the top. You can use this for every Payment Method you want to track. Access saved reports in the Memorized Report List.

 

I'll be adding some articles to help you maximize the use of our reports in QuickBooks. See hem below:

 

 

If you have any questions about QBDT reports feel free to reach out back again, and I'll be right here to help. Have a nice day!

View solution in original post

DaveMO
Level 2

Detailed Report Of All Expenses

Thanks for your quick and thorough reply. I got it to work, with a little tweaking. Is it possible to have a report like this show a total of all the expenses it reports?

CharleneMae_F
QuickBooks Team

Detailed Report Of All Expenses

Glad you're able to pull the report you need, DaveMO.

 

I'd suggest exporting the report to Excel. From there, we can get the amount of all the expenses it reports. I'll guide you how.

 

  1. In QuickBooks, go to the Reports menu.
  2. Find and open the report.
  3. Select the Excel on the toolbar. 
  4. select Create New Worksheet
  5. When you’re ready to export, select OK

For further guidance, please see this article: Export Reports as Excel Workbooks.

 

Additionally, I encourage memorizing your reports in QuickBooks Desktop. This helps you access the current customized settings.

 

I'll be glad to help you again if you have more questions about running reports. Please add the details in the comment section.

View solution in original post

DaveMO
Level 2

Detailed Report Of All Expenses

That worked. Thanks to both of you for your assistance. Much appreciated!

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