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dadcowell
December 15, 2020
Solved

Expense Transaction Filter

  • December 15, 2020
  • 1 reply
  • 6 views

Is there a way to produce a report which only includes expenses that I have designated as fixed?

Ideally, that report would include expenses like utilities, salary maintenance, etc. but exclude expenses like charity, travel etc. that are discretionary. If I could add a filter to the expense similar to the way classes works, I could produce a limited monthly report.

Best answer by Jessica_young

Thanks for reaching back out, @dadcowell.

I'm glad to hear you found a report that works for you!  I can share some insights on this.  Currently, getting the total for each category on your reports is unavailable. As a workaround, you can export it to Excel and do the calculation there! 

 

Please let me know if you have any additional questions on this or anything else within QuickBooks. Have a great Wednesday!

 

1 reply

M
MirriamMQuickBooks Team
QuickBooks Team
December 15, 2020

Let me help you run the report you need, dadcowell.

 

In QuickBooks Desktop (QBDT), we have the Expenses by Vendor Detail report that you can pull up that shows a more detailed version of the expenses by vendor summary report. For each vendor, the report lists the expense and credit transactions that your company had with the vendor. From there, we can customize it to filter the expenses that you only want to show. 

 

Here's how:

  1. Go to the Reports menu at the top.
  2. Select Company & Financial. 
  3. Click Expenses by Vendor Detail.
  4. Tap the Customize Report button at the upper left hand.
  5. Set the necessary filters in the Display tab like the REPORT DATE RANGE.
  6. In the Filters tab, search for Account.
  7. In the Account drop-down menu, choose Multiple accounts....
  8. Search for the Expense accounts that you only want to show in the report. 
  9. Hit OK twice.

Check out these articles below to learn about customizing reports.

Feel free to visit the Community if you need anything else when running a report. We'll be happy to serve you. Have a great day!

D
dadcowellAuthor
December 16, 2020

Your response was very helpful. I deviated from it a little though. Instead of using "Expense by Vendor" I used total Profit and Loss and tailored it to only include the accounts I needed. It works fine, but I do have a follow-up question.

My resulting report provides all detail, every transaction. I only need the totals for main categories. For example, if my accounts include Utilities: Acct 100000 and sub accts like Power 110000, Water 120000 and Phone  130000, is there a way to only include the total for all sub accounts ie Utilities 100000? Presently, every transaction on every level is included.

Bill

Jessica_young
Jessica_youngAnswer
Level 4
December 16, 2020

Thanks for reaching back out, @dadcowell.

I'm glad to hear you found a report that works for you!  I can share some insights on this.  Currently, getting the total for each category on your reports is unavailable. As a workaround, you can export it to Excel and do the calculation there! 

 

Please let me know if you have any additional questions on this or anything else within QuickBooks. Have a great Wednesday!

 

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