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cathychen
Level 1

How to setup an alert for expense amount

how to tracing expense amount
1 Comment 1
MichelleBh
Moderator

How to setup an alert for expense amount

Hi there, @cathychen.

 

I'll share some information about setting up an alert for expense amounts in Quickbooks Online. 

 

You can utilize the Recurring transactions feature to set an alert or reminder for the expense amount. This way, you'll be notified according to the schedule you set. 

 

Here's how: 

  1. Go to the Settings ⚙ menu.
  2. Under Lists, choose Recurring Transactions.
  3. Hit New.
  4. Select Expense then taps OK.
  5. Complete the necessary information, then tap Save template

For more information, please check out this article: Create recurring transactions in QuickBooks Online.

 

For tracing the expense, I'd suggest running the Expenses by Vendor Summary report to view the transactions. Then customize it to shows the specific parts. 

 

Here's how: 

 

  1. Go to the Reports menu, then type Expenses by Vendor Summary in the search box. 
  2. Hit the Customize button on the left side. 
  3. Select the appropriate period, accounting method, rows/columns, and filter. 
  4. Hit Run Report

 

For more information about customizing reports, visit this article: Customize reports.

 

Also, saving the customization report is helpful too. It will help you save time since it automatically updates every time there are newly added transactions. You may refer to this article: Memorize reports in QuickBooks Online

 

Additionally, to know more about how to handle paired or identical transactions in QBO, please visit this article: 

 

 

Let e know if you have follow-up questions. I'm always here, ready to help. 

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