Skip to main content
February 6, 2023
Question

I need to generate a report on all of the vendors that paid my business since 2017 in a master excel sheet that includes the Invoice Number, Amount, Client Name and Project Name. C

  • February 6, 2023
  • 1 reply
  • 0 views

I need to generate a report on all of the vendors that paid my business since 2017 in a master excel sheet that includes the Invoice Number, Amount, Client Name and Project Name. Can you help me with simplifying this process instead of me having to manually go in and do this? I would be grateful!

1 reply

February 7, 2023

Thank you for reaching the Community, edenwillow.

 

Let me help and share what I know about running a report in QuickBooks Online (QBO). 

 

The option to display the data you need in one report isn't available in QBO.  However, we can run and customize the Transaction List by Vendor report. This way, it will show the Invoice Number, Amount, and Client Name. 

 

Here's how:

 

  1. Go to Reports on the left panel.
  2. Select Transaction List by Vendor.
  3. Choose the Report period and click the Customize button.
  4. Click Filter, select Invoice from the Transaction Type drop-down list and then choose the vendor name you want to view.
  5. Hit the Run report button.

 

Also, you can run the Project profitability summary report, to view the project name and export the report to Excel. Just click the icon next to Print and choose Export to Excel.

 

I've added this article to learn more about how to personalize your own report: 

 

 

Keep me posted if you still have follow-up questions or clarifications about reports. I'll be here to help. Have a nice week!