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finance130
Level 1

Can i know how to populate expense by product and services in quickboks

 
1 Comment 1
ChristieAnn
QuickBooks Team

Can i know how to populate expense by product and services in quickboks

Hi there, finance130.

 

Thank you for posting here in QuickBooks Community. I'll provide different steps on how to populate expenses by Product and Services in QuickBooks Online.

 

If you referring to pull up a report by Product and Services to populate the expense transaction, I'd suggest running the Purchases by Product/Service Detail. Then, customize this to filter the data you want to see.

 

Here's how:

 

  1. Click the Reports menu in the left panel.
  2. Go to the search bar and type Purchases by Product/Service Detail.
  3. Click the Customise button and go to the Filter drop-down arrow.
  4. Checkmark the Transaction Type box. Then, choose Expense from the down-down list.
  5. Hit Run report.

 

 

 

 

 

If you mean to create an expense transaction that has products and services associated with it, I'd recommend going to the Plus icon and choose Expense. Then, go to the Items details section. From there, you'll be able to choose specific products and services.

 

 

 

 

However, if you referring to something else, please provide additional information. I'd appreciate any further details so I can share accurate steps.

 

Please refer to this article on how you can make any changes to your expense entry such as cash or cheque purchases in QuickBooks: Enter, edit, or delete expenses in QuickBooks Online.

 

Please don't hesitate to comment down below if you have other concerns or follow-up inquiries about products/services in QBO. I'm just around to help. Take care always.