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info-motodubai-c
Level 1

Can i get to know about getting the expense sheet each month wise seperately

 
1 Comment 1
JamesDuanT
Moderator

Can i get to know about getting the expense sheet each month wise seperately

I got different ways to get your expense data in QuickBooks Online. By the way, welcome to the Community, info-motodubai-c.

 

Like I said, there are different ways to get  your monthly expense data. We can do it through the Expenses page or by using reports. 

 

In the Expenses page, we can filter the transactions and export them to Excel.

 

  1. Click Expenses on the left menu and select Expenses.
  2. Click Filter and set the necessary filters.
  3. Set the Date and click Apply.
  4. Click the Export to Excel option above the ACTION column.

Aside from that, we also have the Expenses  by Vendor Summary report. Just like we did earlier, we can set the Report period to This Month or a specific date range. Then, click Run report. We can also save this customization for the future use.

 

Note that we are not limited to that report I've mentioned above. We can do more depending on the specific data that you need.

 

Let me know if you need further guidance in pulling up the data in QuickBooks Online. Have a great day!