I understand the importance of accurately tracking billable expenses, NoVA123. Rest assured, I'm here to assist you in finding a solution.
There is a report in QuickBooks Online that can help you identify expenses that were paid but not categorized as billable for a specific project. By customizing the Transaction List with Splits, we can refine it to display data that match your criteria. Let me guide you through the process:
- Go to the Reports menu.
- Under For my accountant, select Transaction List with Splits.
- Click the Customize button, then set the appropriate period.
- Select Change columns, then add the Customer and Billable options.
- Choose Check, Bill, and Expense from the Transaction Type filter.
- Hit Run report.
If a transaction is billable, it will be indicated as Yes in the Billable column. Otherwise, the field will remain blank. You can click the amount to open the entry and edit it accordingly.
Additionally, I've compiled a selection of articles that will provide you with valuable insights on maximizing QBO's reporting capabilities:
Should you require any further clarification or assistance in dealing with your other tasks, please do not hesitate to reach out to me again. I'll always have your back. Have a productive week ahead!
