Display a historical chart of a vendor balance

Hello there Sachelis2,

Welcome to the QuickBooks Community! You've come to the right place for guidance on this. I'd love to show you exactly how you can use QuickBooks Desktop to view the transaction history you've had with a specific vendor. This is where reports will come in handy, and if you haven't yet explored the various reports at your disposal, I know you'll love these tips.

Reports give you an overview or snapshot of different areas of your business and make tracking your income and expenses a streamlined process. QuickBooks Desktop is equipped with a report for just about everything, and I'm happy to share that there are several that I think will suit your needs. I'll explain how you can access them so you can play around and customize them in order to pull the data you want. 

Here's how to access reports, and a few that you might find helpful:

1. Navigate to the Reports menu located on the top menu bar within QuickBooks Desktop.
2. Select Report Centre. 
3. Choose Vendors & Payables or another category that you think fits your request.
4. Select a report to run. I suggest the following: Vendor Balance Detail, Expenses by Vendor Summary, Expenses by Vendor Detail, Purchases by Vendor Summary, Purchases by Vendor Detail, or Transaction List by Vendor.

If you'd like, you can customize any of these reports to show specific data, add or delete columns, add or remove information, and personalize the font or style. There are also a variety of filters for each report that allow you to draw different information from your company file. Remember that what you see in these reports is reflective of what you've entered into the system, so if something doesn't quite look right, be sure to check that your transactions were entered correctly and that you're viewing the appropriate date range. To learn more about how to customize your reports, I suggest checking out the articles below:

• Customize reports in QuickBooks Desktop

• Customize supplier reports

I'm confident that you'll be able to view exactly the information that you're looking for, but if this doesn't quite hit the mark, submitting feedback will be a fantastic way for you to have your voice heard. Our product development team works hard to implement improvements and new features that are based on feedback from users like you! Navigate to the Help menu and select the option to submit Feedback. 

Have a great evening and happy bookkeeping.