I'm in QBO Advanced. We just migrated from QB Desktop. How do I create a "Classic" (not "Modern View") report showing ALL expenses in ALL our expense accounts, that does NOT include any income/revenue? I would ideally like to group these expenses by month in our FY, but I can't even figure out the basic report.
When I go to the list of Standard reports, none of those reports produce what I need (not Purchases, not Vendors, not Expenditures). I can't use "Modern View" reports because none of those are shareable with my teammates, so I'm stuck having to use only the Classic reports so I can share them.
The closest I got was to start with one of our imported reports from QB Desktop, which is a basic Transaction detail report, then Grouped by "Month" and added the following filters:
- Class = [my specific class]
- Distribution Account = "All Expenditures Accounts"
The problem is that that report does NOT include Journal Entries that should be in there as expenses. All I need is an Expenses Only report that I can share, that is filterable by Class, and I cannot seem to do it. It was easy in Desktop. I can't even figure out how to start with a Standard report to get to that point. I had to rely on an old imported report that I can't recreate.
