Client (construction contractor) would like to generate a report of open vendor balances 'by project,' which doesn't seem possible in the Customize options?

Hello jonjosephson-ca,

It's awesome to hear that you're working with a client in QuickBooks Online. The Projects feature is a great option for organizing and keeping track of transactions that each relate to a specific job. I can see how there are specific reports that can help with tracking this information and I'm happy to go over what's available in the program.

When it comes to many things, QuickBooks keeps supplier and customer information separate. The exception here is Projects, and in light of that, there are a few reports to make use of in that section: the Project profitability report, the Time cost by employee or supplier report, and the Unbilled time and expenses report. When these reports don't show you the information you need, it means finding a workaround that works best for you.

In most cases, that means running several reports, filtering them as much as you can for only the information you need, and then exporting as CSV files to combine them outside of the program, or it means exporting as PDF or printing them off to compare outside of QuickBooks. The export and print icons are available directly on the reports. Here's an article that goes over customizing reports: Customize reports in QuickBooks Online

You can also consider the following: filtering the Transactions list for a specific Project to only see the bills. Here's how to accomplish that.

1. Select Projects from the left menu.
2. Choose the project in question.
3. Click the Transactions tab.
4. Click the Filter button.
5. Choose Bills.

The transaction list will now only show bills. You can select the small gear icon on the list to add or remove columns as needed. I recommend adding the From/To column so you can easily see the supplier name. You can then also click that column to group all transactions for the same supplier together.

Some notes about this is the list will show you both paid and unpaid bills and doesn't give any totals, so some manual calculation is still necessary. In addition to that, there isn't a way to export this page for easier manipulation of the data.

In light of all I've gone over, I recommend leaving feedback for the product development team. Comment left using the method outlined in the How do I submit feedback? article are forwarded to that team so we can learn the different ways to enhance what QuickBooks has to offer.

Wishing you and your client the best!