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 from the menu.

  2. Scroll down to the Expenses section of your report center. Choose Expense Summary, 1099 Summary, or Billable Expenses.

  3. Customize the report with tags, dates, groups, transaction type, etc.

  4. If desired, click Export.

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

Note: For ZipBooks to automatically generate expense reports for you, you'll need to be on one of our paid plans--learn how to upgrade here.

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