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RCV
QuickBooks Team
QuickBooks Team

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Let me help you run the expense report you need in QuickBooks Online (QBO), jculley.

 

We can the Transaction Detail Account report and customize it by Class, Transaction type to Journal Entry and Expenses, and All Expenses account in in the Distribution Account field. See the screenshot for your reference:

 

class1.PNG

 

To run the report, here's how:

 

  1. Go to Reports on the left side menu. 
  2. In the search field, type in Transaction Detail by Account.
  3. Tap the Switch to classic view tab. 
  4. Once the report is open, click the Customize button.
  5. Go to the Filter section, then select the desired account/s under Distribution AccountClassTransaction Type, and Distribution Account
  6. Click on the Run report button to refresh the page.

 

In case you want to save the current settings of your report, you can memorize them. For detailed instructions, see this link: Memorize reports in QuickBooks Online. I've also included some links below that outline the list of reports available in each QBO version, as well as steps to fine-tune report layout and data:

 

 

If you have any questions about the reports or other product-related issues, leave a comment below and tag my name. I'll be right back to help you out. You have a good one. 

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