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How do I move an expense from the Income Customer Summary to the Expense section?

Papa Murphy's Pizza is an expense but it is coming up in the Income by Customer Summary report.
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QuickBooks Team

How do I move an expense from the Income Customer Summary to the Expense section?

Hi there, @thibodeaudonna.

 

This happens when recording a transaction as income. You’ll want to delete the transaction and create a check to change the account. I’ll show you the steps on how to do it.

 

  1. Go to the Income by Customer Summary report.
  2. Choose the customer's name and click the amount.
  3. On the Income by Customer Detail window, choose the transaction.
  4. On the transaction window, click the Delete button at the top.
  5. Hit OK.

 

Once done, you'll have to create create a new transaction that has an expense account.

 

You also have an option to customize report because columns and filters differ for each report/group of reports. 

 

I'm here anytime you have questions. You can reach out to me by clicking the Reply button below.

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