Posted on 09/01/2008 12:05:19 PM PDT by Tuscaloosa Goldfinch
I need help with getting Quickbooks to print a specific type of report. I want an entire fiscal year expense report, just the totals, by categories of expenses, not by vendor. I've been able to get expenses broken down by vendor totals, but then I still have to go to some other software like Microsoft spreadsheets to re-enter my data. I've searched the quickbooks site and can't find the answer.
I use Quickbooks Pro 2007.
Thanks in advance.
Pro 2007 user here. I may misunderstand your question, but I think the simple answer is to run the Standard Profit & Loss report. It shows all your income and expenses by category. Hope that helps.
Take a look at Company Financial Reports. Lots of formats to choose from and you can customize quite easily. Hate to hear anybody knock QB. Am CPA who has been using some version of it since it came out and insist my clients use it - but we sit down and talk about what it will and will not do easily and how it can benefit them in managing their finances, how to interface with what I do for them, etc. Great software - tried all the others and scrapped them. Have some CPA friends who don’t like it because if it is set up right by/for the client, the CPA actually has very little to do - hence less billable hours = less income for them. Some CPA’s, like attorneys, don’t like for anyone to know how simple some of the work they do is. Do not, however, recommend QB for inventory control - it’s a bit too cumbersome.
That makes sense, I suppose.
If you need to do further manipulation, there should be an export to excel button at the top of the report.
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