How to Find Your Expenses by Customer in QuickBooks | Bizfluent

How to Find Your Expenses by Customer in QuickBooks

Written By
Avery Martin
Avery Martin
Jan 17, 2013
1 minute read

The reporting function of QuickBooks can be customized to filter only customer expenses that you incurred. Once you have customized the report using filters, you can begin to see how much each customer costs your business. You can customize the report filters to view several types of information and filter by name, address, birth date, ZIP code or any other data that you need for business purposes. Filters reduce time sifting through the register to find specific information.

Click the "Reports" menu and select "Custom Transaction Detail Report."

Click "Customize Report."

Select the "Filters" tab and select the "Name" filter.

Click the "Name" filter and select the customer you want to track.

Click the "Account" filter and select the expense account used for your customer. If you don't know the account used, try the "Expense and Other Expense Accounts" option. That filter shows results from all expense accounts.

Click "OK" on Windows and "Apply" on Mac.

Warning

Information in this article applies to QuickBooks 2013 for Mac and Windows. It may vary slightly or significantly with other versions or products.

Avery Martin

Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies. As a professional writer, she has written for Education.com, Samsung and IBM. Martin contributed English translations for a…

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