Level 1

What report can I print that will show me billable and not billable expenses assigned to a particular customer/client?

QuickBooks Team

Account management

It's good to have you here, @millikana.


I'd be delighted to help walk you generating reports to show your billable and other expenses per customer.


When accessing your Transactions Detail by Account report, when you see a name on the Customer column, it denotes that the transaction is a billable one. While if it doesn't have a name on it, it's just an expense transaction or bill.


Here's how to customize your reports:

  1. Go to Reports menu.
  2. Choose Transactions Detail by Account.
  3. Click the Customize button.
  4. Expand the Filter section.
  5. Checked the following:
    • Customer = All
    • Vendor = All
    • Distribution Account = All Income / Expense account
  6. Choose the Run Report. t1.gif
  7. Click the Gear Icon.
  8. Select the following:
    • Date
    • Transaction Type
    • Num
    • Name
    • Customer
    • Vendor
    • Employee
    • Split
    • Amount
  9. Click Run Report.

That should do it! This will allow you to view all of your expense transactions.


For additional insights, you may check these articles:

Feel free to leave a post below if you have other questions about accessing expense related reports in QuickBooks.