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M
mbrown7
May 13, 2025
Question

How can I create a report showing a transaction list of all open AP items (unpaid bills plus unapplied vendor credits) along with showing the bills' approval statuses

  • May 13, 2025
  • 1 reply
  • 0 views

I've been able to create a transaction list report that shows all my unpaid bills and unapplied vendor credits, but I can't find a way to add a column to that report that shows what the bills' approval status is. On the other hand, I've configured a Bill Approval report which will show me the approval statuses of all unpaid bills, but I cannot make that one also display vendor credits.

1 reply

S
ShangY
May 13, 2025

The Approval Status column applies only to reports that include bills, as transaction list reports typically focus on transactions recorded in QuickBooks, @mbrown7.  Let me share another way to achieve that.
 

Since you're using QuickBooks Online Advanced, you might want to use the Spreadsheet Sync feature to create and edit reports, in addition to exploring other customization options for your reports.
 

To learn more about Spreadsheet Sync and access live technical support for using it, visit the resource: Create and edit reports in Spreadsheet Sync In QuickBooks Online Advanced or Accountant.
 

Furthermore, to learn more about spreadsheet sync and where to get live technical help for using it, visit: Frequently Asked Questions about Spreadsheet Sync in QuickBooks Online Advanced or Accountant.
 

Additionally, you can also export the two reports you found: the transaction list report that includes the bills and unapplied payments, and the bill approval status report, to combine them manually in an Excel file: Export your reports to Excel from QuickBooks Online.
 

Feel free to keep the conversation going if you have any more questions or need further clarification. I'm always here to help. Have a good one!

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