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Kim49709
Level 1

Report

Is there a way I can make and print a report for the previous year for what I spent on something?  like Utilities or  Health insurance etc..? Not my vendor. See Example

Utilities

  PIE&G                              1/12/2019     # 1234        $58.00

  PIE&G                               2/13/2019     #1274          $64.00

Total                                                                                 $122.00

 

Health Insurance             

Blue Cross Blue Shield    1/3/2019       #1220         $ 689.00

Aflac                                    1/6/2019       #1270           $320.00

Total                                                                                  $1009.00

 

Total                                                                                   $1,131.00

1 Comment 1
ReymondO
QuickBooks Team

Report

Hi there, @Kim49709.

 

Yes, there is a report available in QuickBooks Desktop (QBDT) that will show you these details. You can run the Custom Transaction Detail report and customize it to review your previous year's expenses. Let me show you how: 
 

  1. Go to Reports and select Custom Reports.
  2. Choose Transaction Detail.
  3. Click Customize Report and check the details that you wanted to show in the COLUMNS section.
  4. Select OK.

custom.PNG

Once done, print the report by clicking the PRINT drop-down list and selecting Report. Then, check its settings and click Print.

In addition, I've included an article that will guide you in customizing your reports: How to Customize Reports: Basics, Sorting & Date Ranges.

Please let me know if there's anything else I can do to be of assistance. Just place your concern by clicking Reply and I'll get back to you. Have a wonderful day and stay safe.

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