Question

I need a report that shows OPEN BILLS by CUSTOMER/JOB?

Forum|Forum|7 years ago
January 17, 2019
4 replies
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Original commenter did not share additional details

QuickBooks Online

Thanks for reaching out to us here in the Community, @faithbaker178.

I'm here to share some information about the report that you need in QuickBooks Online (QBO).

Just to confirm, when you say "Open Bills", are you referring to billable expenses? If so, currently, QBO doesn't have a report that can pull up open billable expenses by customer/job. However, you can pull up the Transaction List by Customer report and filter to show all your Billable Expenses by Customer regardless if they're paid or not.

Here's how:

1. Go to Reports menu at the left panel, then type Transaction List by Customer on the search bar.
2. Click Customize at the upper right and choose your preferred date on the General drop-down.
3. On the Filter drop-down, pick Billable Expense Charge on the transaction type drop-down.
4. Select Run report.

For your reference, you can check out these articles for more information:

I can see how this feature would be helpful for you and your business and I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. This can be done directly through your account by clicking the Gear icon in the top right corner, then select Feedback or by going to the following link: QuickBooks Online Feature Requests. I'm going to submit feedback from my side as well.

That should answer your concern for today. Please let me know how it goes or if you're referring to something else. I'm only a few clicks away if you have any follow questions. Take care and have a wonderful day.

I

itshallbedone

When I run that report, it comes back blank. I have entered bills in, and when I enter in no criteria it only returns invoices and payments received, doesn't list any bills that are in the system. Did I enter the bills incorrectly or am I missing something to get it to return results? I ran it against different customers to see if I could get anything to show bills. HELP :) I can't get QB to even come online chat to help.

A

Anonymous

Let me help, @itshallbedone.

Generally, if you have billable expenses for your customer, this should show on the Transaction List by Customer when filtered. Let's figure this out together and ensure you get the result you need.

When creating the bill, did you check the billable box and enter the customer on the Customer/Project column? If you did, this will show on the report when you filter the transaction type to billable expense charge. I've attached some sample screenshots below.

To know more about tracking billable expenses, please refer to this article: Enter billable expenses.

You can also track billable time by job. If you need it for future use, you can check out this link: How to enter billable time by job.

I hope this is what you're trying to achieve. If not, you can always get back to me and I'll help you further with your entered bills.

M

Martha Langley

This is what I did to get the report with the open invoices, vendor and customer.

This will sort by customer.

Reports:

Transactions by Account

All dates (adjust to however you process AP)

Customize

Rows/ Columns

Group by: Customer

Select the following: Date, transaction type, number, name (vendor), account number, memo/description, amount(you can adjust these if needed to fit your needs)

Remove: Split

Filter:

Transaction Type- Bill in the drop down

A/P Paid- Unpaid in the drop down

Hope this helps someone!

M

mm101

What was your original report? Transaction by account is not one.

S

SheilaCurley

We use Enterprise Contractors edition of QB. It has a report called "Unpaid Bills by Job" located in Reports/Contractor Reports/Unpaid Bills by Job. There is also a report called "Unpaid Job Bills by Vendor".

S

SEL Construction2

We have enterprise but not the contractor edition, any change there is a work around for unpaid bills by job report?

T

TPS1992

We have transitioned from Quickbooks desktop to Quickbooks online. We have a substantial number of jobs with multiple vendor invoices. We were able to easily compile a report of unpaid vendor invoices by job so as to pay multiple vendors as we receive payment from each job. We cannot find any similar report in Quickbooks online. We have requested this to be sent to the action team at Quickbooks for platform attention.

Is there a report now that we can access to filter unpaid vendor invoices by jobs?

C

Carneil_C

Thanks for joining the thread to share the details of your concern, @TPS1992. I'll share a workaround so you can run the report in QuickBooks Online.

I appreciate you sending your suggestion to our Product Development Team. They'll be able to review it and might implement it in future product enhancements.

Since it is unavailable, you can pull up two separate reports. These are the Open Invoices report and the Project Profitability Summary. You can see the required information, like open vendor invoices and projects.

Here's how:

Go to the Reports menu.
Choose Open Invoices and then the Job Profitability Summary report.
Click Customize Report and go to the Filters tab.
Select the Accounts filters, and then select All Accounts.
Select OK to save the changes and memorize the reports if necessary.

I've added these great resources that'll help you modify them:

If you have any trouble with your reports or other transactions in QBO, please let me know, and I'll do everything I can to help here in the Community.

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