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Jul 26, 2024 2:36 PM UTC
Question

Hi all, new to QB. I have trucking company, need to create a statement to driver. Shoulld I start from Contractor?

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2 replies

Jul 26, 2024 2:54 PM UTC

Can you please provide more information?

Jul 26, 2024 4:31 PM UTC

It's great to have you here in the Community space, @nurlan. I can help you how to run a report as an alternative to creating a statement for your driver in QuickBooks Online (QBO).

 

As of now, QuickBooks doesn't have an option to create statement forms for vendors or contractors. As a workaround, we can run the Transaction List by Vendor report, which provides a list of all transactions associated with your driver.

 

Here's how:

 

  1. Go to the Reports tab on the left navigation panel.
  2. Enter Transaction List by Vendor in the Search box.
  3. Choose the Report Period.
  4. Select the Columns to modify the report's details.
  5. Put a checkmark on the box for your desired columns, including Open Balance and Amount.

 

I've attached a screenshot for your reference:

 

 

To send this report to your driver, let's click More Actions, then select Email Report:

 

 

Additionally, we can save your current customization by memorizing this report for your future needs.

 

Let me know below if you need additional assistance running a report as an alternative to creating a statement for your driver. Have a good one.