I am trying to filter a vendor report for a range of dates, but the report lists all vendors rather than just those we used within the date range. Any ideas or suggestions? This is Quickbooks 2011.
I have tried both Vendor Detail and Vendor Summary with the same result both ways.
I have struggled with this for several years with the customer detail reports, which are a mirror of the Vendor reports. I just tried again and made a report that that does only pull in transaction limited to the selected date range. I have posted the proceedure below.
My problem is that unlike the regular Detail report it does not show any open balance prior to the date filter so I cannot really tell what the customer owes. In other words if you look at the the open balance and balance totals at the bottom of the report it will not match your A/R amount on the balance sheet.
Quickbooks custom transaction reportSelect Reports: Accountant & Taxes
Select Transaction Detail by Account report
Select Modify Report
Filter for Accounts Receivable
Add Open Balance Column
Select desired date range
Select total by payee
Remove any unwanted columns
Adjust formatting for best printing
I usually select to fit to 1 page wide option and always preview before printing.
