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I want to run an expenses by category report.

 
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Best answer 10-15-2018

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Level 15

category? If you mean by account, which is what intuit fo...

category?

If you mean by account, which is what intuit for some really strange reason re-named the accounts in the chart of accounts (one ONE page only) - run a P&L, customize it to only show expenses

in the chart of accounts you can run a report on each account separately if you want


If you mean category in the products & services list, you can not, they are place holders to organize the list

View solution in original post

11 Comments
Level 15

category? If you mean by account, which is what intuit fo...

category?

If you mean by account, which is what intuit for some really strange reason re-named the accounts in the chart of accounts (one ONE page only) - run a P&L, customize it to only show expenses

in the chart of accounts you can run a report on each account separately if you want


If you mean category in the products & services list, you can not, they are place holders to organize the list

View solution in original post

Anonymous
Not applicable

Re: category? If you mean by account, which is what intuit fo...

Is there a way I can create a monthly expense report by account  an annual report.

Anonymous
Not applicable

Re: category? If you mean by account, which is what intuit fo...

Thanks for joining the conversation, @Anonymous,

 

I can help you create an annual report for your expenses.

 

We can customize a Transaction Detail by Account report to show your expense transactions on annual basis. Let me guide you how to do that:

  1. Go to the Reports tab.
  2. On the Find report by name field, look for Transaction Detail by Account.
  3. On the report, click the Customize button.
  4. Click on Filter to expand the options.
  5. On the Transaction Type drop-down, select Expense.
  6. In the Account drop-down, mark the accounts you'd like to view in the report.
  7. Click Run report.
  8. Once done, click the Report period drop-down and select This Calendar Year or This Fiscal Year.
  9. Click Run report.

Next, you can click the Save customization button to retain the changes applied to the report. This way, you no longer need to repeat the customizations the next time you get the report.

 

To access the customized report, follow the steps below:

  1. Go to the Reports menu.
  2. Click the Custom Reports tab.
  3. Select the modified report.

That should do the trick for you, @Anonymous. You may want to check this article to know more about customizing reports in QuickBooks Online: How to Customize Reports

 

Please feel free to mention me if you need further assistance. I'll be glad to work with you again. Have a good one!

Level 1

Re: category? If you mean by account, which is what intuit fo...

The Transaction Detail By Account does not seem to apply to all versions of QBO. We are using Simple Start for our nonprofit business. We do not need anything else robust and we have been happy with the current product but for some odd reason, this very necessary and basic report seems to have been omitted from this version of Quickbooks. If I want to see if an account is under or over budget, I have to run a full P&L which does not have the customization to filter out accounts. Please tell me I am incorrect and give me a viable solution! 

 

(PS. I'm familiar and have worked extensively on higher QBO plans so I can compare). 

Anonymous
Not applicable

Re: category? If you mean by account, which is what intuit fo...

Good day, EPOA,

 

I appreciate you checking this option with the Community. I can share some information about the available reports in QuickBooks Online Simple Start.

 

At the moment, the Transaction Detail by Account report is unavailable for the version you are using. To complete your work, you can continue using the P&L report or upgrade your company file to a version of QBO that includes this feature.

 

Please see this article for the complete comparison of the reports available for our QBO subscriptions: Report Comparison Between QuickBooks Online Subscriptions

 

Please get back to me if you need further assistance with your QuickBooks account. I'll be glad to work with you again. Have a good one!

tk5
Level 1

Re: category? If you mean by account, which is what intuit fo...

Why are they making this so difficult??

QuickBooks Team

Re: category? If you mean by account, which is what intuit fo...

Hello there, tk5.

 

QuickBooks Online offers different features. There are reports that aren't included because Simple Start focuses on sales and sales tracking. 

 

You can use the recommended workaround given by my colleague Jen_D. 

 

You can always get back to us if need anything else. 

Level 1

Re: I want to run an expenses by category report.

Hello everibody, I'm new in quickbooks but I find that the purchase order detail report in its standard settings organize products by category and totalizes de expenses in each category, you can export it to excel, and have a daily, weekly or monthly expense report by categories, I hope this helps you to solve your problem, it did it for me.

 

Best Regards

Level 1

Re: I want to run an expenses by category report.

This sucks, I was able to run any type of report I needed in QB2015 Pro.

Having organised transactions into categories, I would think I should be able to get a simple report.

Looking at how much spent on advertising, computer hardware etc. Should be simple for such an expensive bit of software.

 

RAP

Level 1

Re: I want to run an expenses by category report.

Ignore my last post.

 

I've dug deeper.  I went on to the Accounting label and on the RHS under action I could run a report on any category. (or the Run Report Button at the top RHS of the screen).

 

It's a shame this didn't appear early in the help list. Searching for a "report on category" points straight to the reports section.

 

RAP

Level 1

Re: category? If you mean by account, which is what intuit fo...

Run a P&L report. Your expenses are broken down by category in the dropdown. 

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