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January 10, 2022
Question

How can I get a full expense report for the last year

  • January 10, 2022
  • 1 reply
  • 1 view
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1 reply

katherinejoyceO
Level 9
January 10, 2022

Hello there, @ts-prophomeimpro

 

Thanks for asking us here in the Community today. We can run and customize the date of a Transaction Detail by Account report to show your expense transactions from last year. 

 

Here's how: 

 

  1. Go to the Reports tab, then search for Transaction Detail by Account.
  2. Select the drop-down menu on the Report Period section, then click Custom
  3. Enter the specific date from last year of the data you'd like to view.
  4. Click the Customize button, then click on Filter to expand the options.
  5. Select Expense on the Transaction Type drop-down, then click Run report.

 

You'll want to click the save customization button to save the report for your future use. 

 

Here's an article to help you learn more about customizing reports in QuickBooks Online.

 

Let me know if you have other concerns. I'll be here to help you.