Expense report

Hi there, Suzannek1,

We can pull up the Transaction List with Splits report instead, and filter by Billable Expense Charge and the Account to select your specific credit card account.

Here's how:

1. Navigate to Reports and search Transaction List with Splits.
2. Set the Date Range for the desired month.
3. Click Customize, then navigate to the Filter section.
4. Set Transaction Type to Billable Expense Charge.
5. Set Account to your specific credit card account.

You can also add columns such as Customer, Billable, and Split to see detailed line-item information.

This report will display each transaction along with its split lines, making it easier to view the distribution accounts and customers related to each billable credit card charge.

If you’re looking for tailored support with QuickBooks whether it’s managing reports or tracking transactions our QuickBooks Live Expert Assisted service is here to help. Our skilled professionals will guide you through every step to ensure you make the most of QuickBooks.

If you have any further questions or need assistance, feel free to reach out!

Hi, suzannek1.

I’m following up to see if the solution we provided worked for you.
 
Did it resolve the issue, or are you still experiencing difficulties?
 
We're happy to assist further if you need any more help.

I still cannot filter by Credit card account.  The report is blank.

Hi, Suzannek.  

I understand the importance of this report feature and how beneficial it can be for your work. With that in mind, I strongly encourage you to share your suggestions directly with our Product Development team.

Here’s how:

1. Go to the Gear icon in the top right-hand corner.
2. Press the Feedback option.
3. Enter your suggestions.
4. Tap Next to submit them successfully.

If you have any additional questions or concerns related to QuickBooks, feel free to reply to this thread.