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S
SSWap5922
December 3, 2021
Question

Best report for reconciling paid status of Supplier accounts?

  • December 3, 2021
  • 1 reply
  • 0 views

Is there a "go to" report for showing what QBO has recorded as actually been paid to a vendor? So a standard way of answering questions around what has actually been paid to a vendor/supplier over a period of time comprising which invoices, amounts, payment type, payment reference and when payment cleared (i.e., cheque cleared the bank) and even that payments' reconciliation status?

 

I always seem to struggle/run into not having all pertinent information in standard reports QBO offers nor can I get a custom report done up properly and that I feel comfortable showing to decision makers, etc.

 

Please let me know what you think!

 

Steve 

1 reply

J
JamesM4
December 6, 2021

Hello Steve, 


Welcome back to the Community. QuickBooks offers a variety of reports that make it easy to bring your finances into perspective. I'll be happy to share more info so you're about the reports available in QuickBooks so you can achieve your goals. 

 

Based on what you've described, I recommend checking out the Expenses by Supplier report as it shows you the total expenses for each supplier. You can run this report by clicking on Reports > enter the report name in the search field and hit the search icon. In case you need to customize the report, here's an article that shows you how to do that. 

 

I encourage you to check out this article here that goes over the: 

Reports included in your QuickBooks Online subscription. 

 

Let me know if this info helps. I'll be one message away in case you need further assistance. Otherwise, I wish you a great rest of the week. 

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