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R
Redhammer
March 17, 2021
Solved

Can I run a report showing bills not allocated to Customer / Project

  • March 17, 2021
  • 2 replies
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As we allocate the majority of our bills to Customer / Project I want to be able to run a report to show any bills that haven't been allocated (obviously we will have some of these) I want to run this on a monthly basis to ensure all relevant cost are allocated to the Project but can't see any way of doing this. Can anyone help please?

Best answer by Redhammer

Thank you anyone who has looked - I've found a way via the General Ledge Report :smileyhappy:

2 replies

R
RedhammerAuthorAnswer
March 17, 2021

Thank you anyone who has looked - I've found a way via the General Ledge Report :smileyhappy:

C
CrissyKnny
March 22, 2021

You can run a transaction report per year, click on the gear icon, check the customer box, and click out of the edit box.  The report should automatically update and show what customer's are assigned to bills and what bills do not have a customer linked to it.

 

My question is, is there an easy way to add a customer to multiple transactions that are not linked to a customer already.  I have MANY small charges for one job that was not assigned a customer.

 

 

 

    KlentB
    KlentB
    March 22, 2021

    Thanks for checking out the Community space, CrissyKnny.

     

    I'm here to share some insights about linking bills to a customer.

     

    Currently, the option to assign a customer to multiple transactions is unavailable in QuickBooks Online. For now, you can manually open each bill and then link it to a customer. Here's how:

     

    1. Open your Transaction Detail by Date/Transaction Detail by Account report.
    2. Click the Customize button.
    3. Set the appropriate reporting date and accounting method.
    4. head to the Rows/Columns section, then click the Change columns link and add the Customer column.
    5. Go to the Filter section, select Bill from the Transaction Type drop-down menu.
    6. Hit Run report, then click the appropriate bill.
    7. Assign the appropriate customer from the Customer column.
    8. Click Save, then choose Yes to confirm the changes.

     I can also understand how convenient to have this functionality, though, especially if you have a lot of transactions that need to be edited. Rest assured, I'll take note of this to help improve your experience in QuickBooks.

     

    On the other hand, here's an article that you can read to help track the money you've paid to a vendor for the year: Run a report with supplier totals.

     

    Do let me know if you need more help in managing your other transactions and reports by dropping a comment below. I'd be glad to help you again.

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