Level 1

Can I produce an expense report by category?

 
QuickBooks Team

Account management

Hello there, rotreasurer.

 

You can pull up the Transaction Detail by Account report. Then customize it to show its category and other expense transactions. I'm here to guide you how.

  1. Go to the Reports menu. 
  2. Type Transaction in the search box, then select Transaction Detail by Account.
  3. Select the Customize button.
  4. Set the date under the Report period section.
  5. Select the Filter drop-down arrow and choose Expense from the Transaction Type drop-down arrow.
  6. Choose an account in the Distribution Account drop-down arrow.
  7. Click the Run report button once done.

 

You have the option to save the report's current settings by clicking on the Save customization button. This lets you run the same report in the future. It'll be saved in the Custom reports tab. 

 

To share a PDF copy of your report with your team through email, kindly refer to this article for the detailed steps: Share custom reports. It also contains information on how you can run and customize your reports.

 

Please let me know if you have other concerns. I'm just around to help.