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Ckfull
March 17, 2025
Question

A/P Aging Report Filtered by Customer Not Possible?!

  • March 17, 2025
  • 2 replies
  • 0 views

It looks like Quickbooks online offers you the option to add a customer filter inside the AP Aging Detailed Report but not QB Desktop.

I want to create an A/P aging report that shows me all the vendors/bills associated with that customer/job that are either outstanding or coming due. When I use the AP Aging Detail report, there is no customer/job column available to select from when I try to customize the report. There is no customer/job filter option either. When I filter by name, it excludes the vendors/suppliers because the report excludes the vendors' names. I run into similar issues when I create a custom report. I want my accounting team to be able to pull this report if they don't know which vendor have outstanding bills associated with a job. 

 

We use QB Enterprise 2024 we for General Contracting w/ advanced reporting so if you have a quick tip on how to create it in there, that would be helpful too! 

    2 replies

    J
    JeraldR
    March 17, 2025

    Hi, Ck. Currently, the Aging Detail report doesn't show vendors and bills linked to your specific customers or job, however, you can run Unbilled Cost by Job to show bills to your customers. I can guide you through the steps to generate this report below.

     

    Here's how:

     

    1. Navigate to the upper right corner and click on Reports.
    2. Select Reports Center.
    3. In the Search bar, type Unbilled Cost by Job report.
    4. Click Run Report.
    5. Choose Customize Reports, then select Filters.
    6. Search for Bill and select the Billing Status you prefer.
    7. To verify details for a specific vendor, you can double-click the amount.

     

    Additionally, QuickBooks Desktop gives you the ability to tailor any report you generate to your specific needs. To learn how to customize reports, you can check out this article: Customize reports in QuickBooks Desktop.

     

    Additionally, QuickBooks allows you to save your customized report settings. Check out this article to learn how: Create, access and modify memorized reports.

     

    If you have queries regarding reports in QuickBooks Desktop, Don't hesitate to leave a comment below. We're here to assist you.

    C
    CkfullAuthor
    March 17, 2025

    Unfortunately that is not the report I'm looking for. The report you so kindly helped me with shows me what items I have not invoiced the customer/job for. 

     

    I need to know which vendors have outstanding bills to be paid, sorted by job, without having to look for vendors or select every vendor in my system. As a residential and commercial general contractor there are a lot of vendors and bills to pay and it's important to know when we get draws from a bank which bills to pay related to that project. Some vendors are on multiple projects and get paid for specific jobs at different times. We enter each job/project as a customer. 

     

    I've made a couple attempts in advanced reporting and am failing there as well. Do you have a suggestion for Advanced Reporting? 

    Nicole_N
    Nicole_N
    March 18, 2025

    I appreciate your constant follow-up while working on customizing and running a report that fits your business need, @Ckfull.

     

    Currently, there isn't a report in QuickBooks Desktop (QBDT) that shows vendors and bills linked to your specific customers or jobs.

     

    Your idea is important to us and I encourage you to submit your feedback to our Product Development team. This enables them to examine and determine improvements in the product that can provide the best experience for all customers.

     

    Here's how:

     

    1. Open your QBDT and click the Help option.
    2. Select the Send Feedback Online option.
    3. Choose the Product Suggestion option. A pop-up window displays.
    4. Enter your feedback suggestion.
    5. Click the Send Feedback button.


    Moreover, you may visit this article if you want to take your reports out of QuickBooks and make further alterations from there: Export reports as Excel workbooks in QuickBooks Desktop

     

    I'm always ready to back you up if you have more questions on what report you should choose or any other QuickBooks concerns. Please reply to this thread and I'll provide the help you need.   

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