Detailed Expense Listing

The Detailed Expense Listing allows you to print (or export) an itemized listing of expense entries for any given date range with the added option to filter based on Categories, Payee, or Memo field information. The report is grouped by expense categories and includes the Date, Amount, Payee, and Memo information with totals for each category and a total for all categories.

1. From the main toolbar, select  Expenses (or from the Business Tools menu, select Expenses).
2. From the toolbar, click , then select Details by Category from the drop-down options listed.
3. From the Date Range form enter a date range, or click  Quick Dates   and select from the options listed, then click   OK  .
4. If necessary, using the Filter sidebar, adjust the filter criteria from the Start Date, End Date, Categories, Payee, or Memo, then click  Submit .
5. From the preview window, click  to print (or  to export as a pdf).

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Additional Information:

• Close Year-End & Run Tax Reports
• Year-End: Expenses
• Handle Demos, Donations, or Expired Product