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How do I create an expense report?

An expense report helps you to see how much you spend on certain categories, and gives you more detail on each transaction than the income statement, so that you can better budget, and know where you need to tighten up your spending.

Here’s how to generate an expense report:

  1. Log in to ZipBooks and click on Reports on the left side of the screen. 
  2. Click on Expenses also  on the left. 
  3. Put in a Start date and an End date, and then choose how you want to group your expenses (by Customer, Category, or Vendor). 
  4. Push the blue Generate button

Your items are now listed individually, and grouped with a total amount, according to the options you chose.

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