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Replying to:
SheandL
QuickBooks Team

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Thanks for updating and the screenshot, @VincentOH. Let me share some insights about this concern of yours. 

 

After reviewing the screenshot you provided, I have noticed that the column for Customer/Project is missing. To address this issue, you can navigate the settings and enable the Track expenses and items by customer option. To do so, here's how to.

 

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Find the Expenses tab.
  4. Under the Bills and expenses section, tick the Track expenses and items by customer.
  5. Hit Save, then Done. 

 

Also, please ensure you've linked the bank transaction to the expense so the assigned customer or project will appear.

 

If you want to make your reports more personalized, you can check this article: Customize reports in QuickBooks Online.

 

You can always return to this forum if you have other questions about modifying your Customer/Project. We're always glad to assist you.

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