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Replying to:
IrishA
QuickBooks Team

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Thank you for reaching out again to the Community, Mark. Able to Customize the report to your desired needs would help you track your business operations performance. Allow me to add additional details to assist you further.

 

Let's start by opening the Transaction Detail by Account report. We will customize it to display the categories, but please note that it will only show the total amounts by each account category, but it will not show each category subtotals. Follow the steps I'll outline below to make the necessary adjustments:

 

  1. Navigate to the Report option in the left menu.
  2. Type the Transaction Detail by Account into the search bar.
  3. Switch to Classic View by selecting the tab.
  4. Click on Customize.
  5. Expand the Rows/Columns and Filter dropdown menus.
  6. Mark the checkbox for Transaction type and add Bill, Check and Expense, then
    the Distribution Account put the All Expense Account.

  7. Once done, click on Run report to apply changes.

 

For comprehensive guidance on adding your preferred options and customizing your report, please refer to this article, particularly focusing on Step 2: Customize reports in QuickBooks Online.

 

You have also mentioned that you have 25 categories you can also use the Transaction Detail by Account report to Filter Distribution Account and manually tick those 25 categories.
 

In order to directly customize to see relevant expense categories to show subtotal within QuickBooks. To address this, I highly recommend submitting feedback to our Product Engineers for potential future enhancements. Allow me to guide you through providing feedback. Please follow the steps below:

 

  1. Navigate to the Gear icon.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Click Next to submit.

 

Furthermore, You can refer to this article for information on emailing your customized report within QuickBooks. It also includes options for sharing this report with your team: Save a customized report in QuickBooks Online.

 

It is vital to maintain accurate transactions in QuickBooks that match with your business needs. Please remember that the Community page is available anytime. If you have any inquiries or need further assistance, simply click on Reply. Have a great day ahead!

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