How do I run a report that shows me only expenses by category?

Totally get the frustration, QuickBooks has a lot of report options but not always obvious names.

Try this: go to Reports -> search for Expenses by Vendor Summary or Transaction Detail by Account. Then customize it by filtering for just expense accounts and grouping by category. That should give you a clear view of expenses by type.

You can generate the Transaction Detail by Account report, Race. Let me guide you on how to modify this data and display expenses by category seamlessly.

There is a variety of reports you can access and customize to suit your business needs. You can run the Transaction Detail by Account report in QuickBooks Online and then customize it to view your expenses by
category. To ensure you can see the categories, you need to switch to the classic view.

Here's how: 

1. Go to the Reports menu on the left panel.
2. In the search bar, type Transaction Detail by Account.
3. Click on "Switch to classic view" at the top.
   
   
   
   
   
4. Select the "Customize" button and check the "Split" checkbox under Rows/Columns.
   
5. In the Filter section, select these options from the Transaction Type drop-down menu:

• Bill

1. • Bill Payment (Check)
   • Bill Payment (Credit Card)
   • Cash Expense
   • Check
   • Credit Card Expense
   • Credit Card Credit
   • Vendor Credit
     
     
2. Choose "All Expenses Accounts" from the Distribution Account drop-down menu.
3. Click "Run report.
   
   
   
   

Here's what it will look like after customizing:

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QuickBooks Online (QBO) offers flexible features to create reports that provide insights into your business. You can export these to Excel for use outside of the software.

If you have any more questions or concerns about generating reports, please feel free to post them here in the Community. We're here to ensure that all your queries are thoroughly addressed.