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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
LollyNino_C
QuickBooks Team

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I can imagine the challenges you've been through in customizing the report, @mrzorro. I have a report that will provide you with the necessary information you need.

 

In QuickBooks Online (QBO), you can use the Transaction List with Splits or Transaction Details by Account report. These reports can be customized to show the specific details of your transactions, with split details displayed under the ACCOUNTS column by default.

 

Here's how:

 

  1. Hover over Reports, then enter Transaction List with Splits in the search bar. 
  2. Choose your preferred date range in the Report period section.
  3. Click the Customize button at the top, and select the desired report period.
  4. Navigate to the Filter section.
  5. Check the Transaction Type box and tick Billable Expense Charge.
  6. Add any additional details you need, then click Run Report.

 

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Please know that QuickBooks offers a variety of reports tailored to your specific subscription plan. For more information, check out this article: Reports included in your QuickBooks Online subscription.

 

If you want to add more details to your report, you can customize it to suit your needs: Customize reports in QuickBooks Online.

 

Additionally, I include a helpful reference for saving your preferences for easier access: Save a customized report in QuickBooks Online.

 

Press the Reply button if you have further inquiries regarding QuickBooks and reports. I’m available to assist you whenever you need.

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