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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 at the top of your screen. 
  2. Scroll down to the Expenses section of your report center. Choose Expense Summary, 1099 Summary, or Billable Expenses.
  3. Use the tools at the top of the report to choose how you filter and view your information. If you’re looking at your Expense Summary, put in a Start date and an End date, choose how you want to group your expenses (by Customer, Category, or Vendor), and add Tags to narrow it down further.
  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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