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paulaharper
April 4, 2019
Question

Supplier report with description field

  • April 4, 2019
  • 2 replies
  • 0 views

Hello

I want to run supplier supplier statements/open items, showing bills yet to be paid, with the description field showing.  This is where we detail the supplier invoice no.  At present the reports I can see don't have the facility to include this field.  Any ideas anyone?

Thanks.

Paula

    2 replies

    AlexV
    AlexV
    April 4, 2019

    You can open Supplier Balance Detail report, paulaharper.

     

    It will show you all your unpaid bills and the total amount you owe each supplier.

     

    Here's how:

    1. Go to Reports tab and search Supplier Balance Detail in the search field.
    2. Click on Customise button to customize the report, and filter the some information.
    3. Select Run report.

     

    Also, this article will guide you on how to memorize/save a report.

     

    Please let me know if you have other questions.

     

    P
    paulaharperAuthor
    April 4, 2019

    Thank you, but it's not showing any info in the description column, despite there being a description entered

    E
    EmmaM
    April 4, 2019

    Hello

     

    If you need the memo/description column you can run a transaction list by supplier report. On tany of the reports with the name transaction n the title the description will pull through,

    you can in the customise section add in an open balance column if you need to see which ones have an unpaid balance

     

    Emma

    S
    Sameer 12
    October 1, 2022

    This is really disappointing that we cant see any details of the bills while opens the supplier account. We are supposed to move to chart of accounts and open the purchases and see the details and its more worse that we cannot even filter a specific supplier over there.

    R
    RCV
    October 1, 2022

    That's not the kind of impression we want to leave, Sameer.

     

    I know how beneficial it is to your business to view the details of the bills while opening the supplier account. However, this option is unavailable in QuickBooks Online (QBO). I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

     

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Enter your comments or product suggestions.
    4. Then select Next to submit feedback. 

     

    As a workaround, you can export the report to Excel. From there, you can modify the report to come up with the data you need. If you need a report on all money paid to a supplier for the year, we can run a Transaction List by Date report. Once the appropriate customisations are made it will reflect all payments made to suppliers. To get your supplier totals, follow the steps below: 

     

    1. Go to Business overview and select Reports.
    2. Enter the report name as Transaction List by Date.
    3. Choose Transaction List by Date.
    4. Select a Report period for the year.
    5. For Group By, select Supplier.
    6. Tap Customise.
    7. Filter by the following Transaction Types (Bill Payment (Cheque), Bill Payment (Credit Card), Cash/Other Expenses, Cheque, Credit Card Expense, Credit Card Credit and Supplier Credit). 
    8. Hit Run Report.
    9. Press Save customisation, then select Save. 

     

    This will create a report that will reflect all payments to your suppliers. If you need a total for all of your payments, select the Export button, then Export to Excel for the total in the column.

     

    For more tips and other resources, you may visit our page for managing your company financial reports in QuickBooks: Reports. 

     

    I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

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