Skip to main content
P
propipe12
January 31, 2024
Question

Any way to get Transaction List by Vendor to also list customer?

  • January 31, 2024
  • 1 reply
  • 0 views

I need to pull a transaction list by vendor,  and I need a column to show the customer that the transaction was assigned to. I have multiple different transactions that were assigned to different customers/jobs and I want to view which transactions went to which job. TIA

1 reply

Tori B
Tori B
January 31, 2024

Hey there, @propipe12.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're enjoying the day so far. 

 

At this time, there isn't a way to combine the data between customers and vendors from the Transaction List report. You could export both the Transaction list by vendor and Transaction list by customer reports to Excel and combine the data there. 

 

On the other hand, you could try running a different report, such as the Transaction list by account report. If you'd like to check out this report, here are some steps to run it: 

 

  1. Go to the Reports menu at the top of the screen. 
  2. Click on Accountant and Taxes. 
  3. Then choose Transaction detail by account. 

 

For additional reporting and ways to customize, check out Customize customer, job and sales reports in QuickBooks Desktop. 

 

Please let me know if you have any questions or concerns. I'm always happy to lend a hand. Take care! 

Terms & ConditionsAccessibility statement