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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
JonpriL
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Hello @info-flogapp-com,

 

Let me help share information about how you can compare your report to get the most out of your expenses.

 

To start with, the transactions you pulled up from the Expenses page is in a detailed display while your Profit and Loss report is displayed in summary. This is the reason why comparing them seems to be off for a large sum of expenses.

 

Instead, you can consider customising your Transaction Detail by Account report and compare it with your expenses for a month. Let me show you how.

  1. Go to Reports.
  2. Under For my accountant, select Transaction Detail by Account.
  3. Click Customise.
  4. Select the appropriate report period. Say This month or Last month.
  5. On the Filter menu, select Transaction Type and Distribution Account.
  6. Choose Expenses for Transaction Type.
  7. Select All Expenses account for Distribution Account.
  8. Click Run report.

In addition, here's an article you can read to learn more about how you can customise a report: Customise reports in QuickBooks Online.

 

Lastly, I've also included this helpful article for the steps in saving your report after customising it: Memorise reports in QuickBooks Online.

 

If you have any other questions, please let me know in the comments below. Stay safe!