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February 5, 2024
Question

Expenses By Vendor By Customer Report In Quickbooks Enterprise Desktop Version

  • February 5, 2024
  • 1 reply
  • 0 views

Please help me how to run report:

for a particular customer,

for a particular period

total summary amount paid to each vendor

In the same report

So in essence a customer wants to know how much of their sales vent to each vendor (subcontractor)

Thank you!

1 reply

February 5, 2024

Thanks for becoming part of the Community, RasC.

 

You can customize reports based on their display, filters, header/footer, and fonts/numbers.

 

Here's how:
 

  1. Run a report.
  2. On your Report window, click Customize Report.
  3. From the Modify Report screen, go to the necessary tabs for the changes you'd like to make and make your updates. You can review our Customize reports article for detailed information on what all you can accomplish with the customization options.
  4. Select OK.

 

Since you're working with QuickBooks Enterprise, you can also look into QuickBooks Advanced Reporting (QBAR). If you need to customize a report further, you can export and customize it outside of QuickBooks:
 

  1. In your top menu bar, go to Reports, then Report Center.
  2. Find and double-click a report you want to export.
  3. Use the Excel ▼ drop-down list, then choose Create New Worksheet or Update Existing Worksheet.
  4. If you see a message saying your report has too many columns, press Advanced, then uncheck the Space between columns checkbox and click OK.
  5. Select OK.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Monday!

RasCAuthor
February 7, 2024

What you have sent is a general one.

We want to filter by the Customer also which this report is not providing.

We would like to know the report for some vendors (subcontractor) from a particular customer chosen 
(Customer wants to know how much of their sales are going towards diversity etc. related Vendors/Subcontractors)
Any other way?
Thank you!