Reports

jmf59 · ‎December 18, 2021

I want to create a custom report that returns the total amount of all expenses in selected categories. For example, a report that lists all the transactions in the following categories: Landscaping, Water, Electric, Sewer, and Auto Repairs. I want the report to list all transactions, grouped and totaled by category name, and then include a total for the whole report. I have successfully created a report that does everything except the last part - it does not include a "grand total". The tutorial does not explain how to do this. (Or if it does, its buried deep n the tutorial).

Please advise. Thank you!

Kevin_C · ‎December 20, 2021

Thank you for visiting the Community, @jmf59. Allow me to share additional information about running custom reports in QuickBooks Online (QBO).

You can run the Transaction Detail by Account and select your categories. To see all the expenses, you can Filter the Transaction Type.

To show the grand total, you can export the report to Excel and get the grand total of all the items sold from there. To add the items, you need to select the range of the cells you want to include instead of summing up the whole column.

I've also added an article to learn more about memorizing reports in QBO. It allows you to save the customized reports with their current customization settings.

Let me know if you have any other questions about customizing reports in QBO. I'm always here to help. Have a good day ahead!

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