I want a report in QuickBooks Online that shows the exact information in the Transaction List by Vendor report, but with totals - without having to export it to Excel.
NOT Vendor Balance Detail (need to include credit card pmts)
I have the same question, but no answer. Any solutions out there?
There is no one report that you can pull from QuickBooks that will show you what you have spent to date for each Vendor, with a total.
This is the response I received from Support when I requested a report that will show information that comes up on the Transaction List by Vendor, but with totals - without having to export it to Excel each time:
"Unfortunately there is not a report that will give you all of that information together. The Vendor Balance Detail report will only show you what goes through Accounts Payable....I cannot say why it was programmed this way, to be honest. It is something you can provide feedback to our product engineers about by clicking the Feedback link on the bottom right of any page in your file. It is possible they may add this functionality in the future, although I could not say if or when that would be....I looked throughout QuickBooks reports to try and generate a report that would fit your needs without exporting to Excel. Unfortunately, the other reports that total not only show the transaction but also the splits that will clutter the report and not give you the actual totals you need.
With this particular report and information you are looking for, exporting to Excel is the only resolve."
I was looking for a vendor report also, but with totals. I'm not sure if this is what you were talking about, but here is what I found. We had a vendor from last year and we needed to find out how much we paid her for the full year. Go to "Reports" and click on "Custom Summary Report." Next, change the dates to "last year" or whatever dates you're looking for. Click on the "Filter" tab and click on "name," type the vendor name in the box and click "ok." This will give you a total amount for that vendor. If you want to see what the total consists of then you double click on the total itself and all of the transactions will show up. Best of luck to you, and I hope this helps! :)
go to the vendor center. next to "find" on the top left corner enter the vendor name. above the list of transactions, click on the drop down next to "show" and click on "all payments issued" and enter the date range. you can't print a report from this screen, but at least you can see the total. if you want to print a report, click on excel up at the top and export it.
I had been looking for this for a little while. Thank you for finding the answer!
There is a way to get totals by vendors. Go to reports, Company and Financial and then Expenses by Vendors summary. I hope this helps. Good luck.
After lots of trial and error I found a report that would total all expenses for a Vendor including any general ledger entries. I wanted a report that I could show totals and all commissions paid to each sales rep. Sometimes those commissions were posted against draw accounts through a general ledger entry and just an expense by vendor summary was not allowing the general ledger entries to show.
Here is how I generated the report.
IN ORDER FOR THIS TO WORK, ALL PAYMENTS TO EXPENSE ACCOUNT MUST BE CLASSED OUT TO THE SALES REP.
REPORTS
CUSTOM TRANSACTION DETAIL REPORT
SELECT DATES FOR REPORT
MODIFY REPORTS-FILTERS
MULTIPLE ACCOUNTS - CHOOSE WHICH EXPENSE ACCOUNTS YOU WANT INCLUDED IN YOUR REPORT. (I chose the expense account we post commission expenses to)
NAMES -- I left all names in the reports as it is only sales reps that we post commission expenses for and that is all that should display on the report.
MODIFY REPORT-DISPLAY
Total by Class.
Hope this helps someone like it helped me!
I've also included a link with a vendor total report you can run by customizing the Transaction List by Date report. This report is very helpful at the end of the year to double check 1099 amounts.
support.qbo.intuit.com/support/answers.cfm
Have a great day!
I also ran a custom report. I selected "Custom Transaction Detal Report". Next I put in my dates, in this case CY2011. Under "modify report" button, on the display tab I selected all the headings I thought I would want,bill, the date, num columns, selected Name, memo, account, split, amount, balance. Under "Total by" I selected "Vendor", then ascending order. Next, on the filter tab, I selected: Account - accounts payable, since all vendors for me end up under payables. Next - Name, i selected "All vendors". Finally, for Transaction Type, I selected "bill", since all vendors are first billed. Click ok, you should get the report that is listed by Vendors down the left column, and then subtotaled by each one. This was the best i could come up with. I would have liked a 1-line summary but I have not found a way to do that yet. At least this gave me my totals so i could double check my 1099 info for the end of the year. This does NOT pick up the credit card charges though, but it was the best I had for my main vendors for the 1099 check. Hope this was helpful.
QB Pro 2013; same problem - how do I get totals on my custom detail report?
I wrestled to get this report all yesterday, including looooong support calls!
It's a simple payroll check journal - the detail on each paycheck, gross to net:
Filters are:
Transaction type : Paycheck
Payroll item : All net pay
PLEASE!
Hello! If you create a 1099 vendor report, you can then choose in the drop-down menu next to "1099 options" "all vendors". I'm creating the report to see if I missed any vendors for 1099.
