In this article, you will learn how to Customize vendor reports in QuickBooks Desktop easily. Contact Intuit QuickBooks Support to get additional information about the customization of each report.

QuickBooks Desktop provides you a wide range of ready-made vendor reports that allows you to get the information about your company’s position, expenses and accounts payable. Additionally, you also get the option to customize these reports according to your company.

The articles in this series help you:

Note: The available columns are different for every report/group of reports because each column draws details from the company file in a different way. You need to understand the report source and targets while customizing the reports.

Open Bills As Of A Selected Date

  • Go to Reports > Vendors & Payables > Unpaid Bills Detail
  • Click on Customize Report and select Advanced.
  • Click on As of Report Date from the Open Balance/Aging
  • Click on OK.
  • Provide an appropriate date on the report.
  • Click on Memorize to save the report for further usage.

Open Purchase Order Report Totaled By Vendor

The Total By option is not available in the Open Purchase Order report but, you have the option to create a Transaction Detail report which will display all the open purchase orders for each vendor.

  • Go to Reports > Custom Reports > Transaction Detail > Customize Report.
  • Go to the Filters tab and then select the following filters:
    • Account = Purchase Order
    • Posting Status = Either
    • Received = No
  • Go to the Display tab and then click on Total by drop-down
  • Now, select Vendor.
  • Click on OK.

Total Vendor Payments Reports

The report displays every payment to every vendor.

  • Go to Vendor > Print/E-file 1099s
  • Click o 1099 Summary or the Detail Report.
  • Select All Vendors, All Allowed Accounts from the 1099 Options drop-down list.
  • Click on Ignore thresholds.
  • Select the appropriate date range from the Dates drop-down.

Important: The reports that you’ve edited will show ALL vendor payments to a vendor. Sometimes, there can be multiple columns to show the 1099 mapping (Box 1: Rent, Box 7: Non-Employee Compensation; Uncategorized, Total, etc.). The Total column will show each payment irrespective of the 1099 mapping.

A Report That Shows How Bill Credits Are Applied

The bills can easily be displayed b going into File > Print Forms > Bill Payment Stubs but the stub won’t be displayed to which bill the credit is applied to. This report will display the bill credits that will apply to the bills.

Single Bill Credit

For a single bill credit, you need to run a Transaction History report.

  • Go to Reports > Vendors & Payables > Vendor Balance Details
  • Choose the correct vendor.
  • Select the Bill Credit and then press the Ctrl + H keys to show the transaction history.
  • Click on Go To option from the Transaction History – Credits to open the bill or

Multiple Credits

If you need a report for more than one bill credit, modify the Check Detail report.

  • Go to Reports > Banking > Check Details > Customize Report
  • Navigate to the Filters
    • Delete the default filters such as Account, Amount and Detail Level.
    • Insert the Date filter and then provide an appropriate date range.
    • Insert the Name filter and provide appropriate name to the Vendor.
    • Insert the Transaction Type filter and then click on Bill Credit.
  • Click on OK.
  • You can select Memorize to save the report if you want to use them in future.

Vendor Expenses By Customer:job

Perform these steps if you require a report that shows a detailed vendor expenses calculated by the Customer: Job.

  • Go to Reports > Custom Reports > Transaction Detail.
  • Go to the Display tab:
    • Provide the correct date range.
    • Mark the Source Name checkbox from the Columns section for adding it to your columns and then mark the Name checkbox to remove it from the list.
    • From the Total By drop-down list, click on Customer.
  • Navigate to the Filters tab and then select the Transaction Type from the Filter List.
  • Choose the transaction type linked to the Vendor purchases (i.e. Bill).
  • Click on OK to show the report.

A Report Of Purchase Orders And Sales Orders By Item

To see the purchase orders and sales orders by item, you need to run this report.

  • Go to Reports > Custom Reports > Transaction Detail.
  • From the Display tab, you need to select the below-mentioned columns:
    • Amount
    • Balance
    • Date
    • Name
    • Num
    • Item
    • Qty
    • Type
  • Click on Item Detail from the Total by drop-down list.
  • From the Filters tab, choose the below-mentioned filters:
    • Detail Level: All except summary
    • Item: All Sales Item
    • Posting Status: Non-posting
    • Transaction Type: Multiple Transaction Types: Sales Orders and Purchase Order.

Technical Support For QuickBooks Desktop

Hopefully, you found this article helpful and now you are able to customize vendor reports according to your business. However, if you face any kind of issue while customizing the vendor reports or any report then you can contact the QuickBooks Support department which is available 24/7 to provide you the required solution for your issues. You just need to dial the toll-free QuickBooks Tech Support Phone Number +1855-565-6250 and leave everything to us. The Intuit certified QuickBooks ProAdvisors will get connected to you and start resolving your case instantly.

You can also contact us through QuickBooks Live Chat Support where you can directly chat to our ProAdvisors by clicking on the chat box from the bottom-right corner of your internet browser.

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Customize Vendor Reports In QuickBooks Desktop: [Complete Guide]

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