How do I get a total of all the payments I have made to a particular vendor in the last fiscal year? In the vendor center, it allows me to view every payment that I have made, but it does not give totals for fiscal year.
What version & year QB
I have the 2010 Quickbooks Pro version - through the report option, I have every check itemized, but I want a total without having to add up each transaction.
Go to Reports>Purchases>Purchase by Vendor Summary>double click the amount for the Vendor you want>set the date range>click the Modify Report Button>click the Filter Tab>Choose Transaction Type>Choose Multiple Types>choose all payment types you use.
Click OK and you can then click Memorize to save the report for future use.
Keep us posted
Thank you for asking,
Lori Schwarz
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I went to reports, but the purchases option was not available. Could it be worded differently?
Go to Edit>Preferences>Click the Company Preferences Tab>check the box "Inventory & Purchase Orders are active".
Lori Schwarz
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OK, I made sure the inventory and purchase orders are active. However when I went to Purchase by Vendor Summary, I'm not sure of what you mean by "double clicking on the amount for the vendor that you want" since there is not a list of vendors for me to choose.
Do I need to open up the vendor center? I noticed that when I open up the vendor center, under vendor information, there is an option to choose a quick report, but I don't see an option that gives me the total for the last fiscal year (just the itemized transactions).
Go to the Vendor Center>click on the Vendor you want the report for and on the right, in the Transaction click on the "Show" drop down list and choose All Payments Issued.
Then choose the date range you need and right click in the body of the Transactions and choose View as a Report.
What I meant before was:
If you go to Report>Purchases>Purchase by Vendor Summary you should receive a report that lists Vendors and the total paid (set the date range along the top of the report).
If you double click the total amount you will see each purchase that the total consists of.
Either way you will get the information.
Keep us posted
Thank you for asking,
Lori Schwarz
If you feel this post is the best solution for your issue please click on the thumbs up to let us know how we are doing so that others may benefit from the solution, contact a ProAdvisor directly or continue asking questions in the forum.
Thanks for your post, as Volunteers to this forum we care about your issues and gladly offer our time to attempt to solve them.
Glad to help.
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