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MM524
Dec 5, 2024 8:59 PM UTC
Question

How can I see all transactions associated to a payee? Bills, expenses, journal entries all of them.

How can I see all transactions associated to a payee? Bills, expenses, journal entries all of them.

3 replies

Candice C
Candice C
Dec 5, 2024 10:48 PM UTC

Hello, @MM524. 

 

Welcome to the Community! Let me provide you with some helpful information about what report to run to get the results you'd like. 

 

Based on the details you gave, we recommend running the Transaction Detail by Account report. Next, you can filter the report by the specific payee name under the  "Customer" or "Vendor" option depending on the type of payee you're looking for. 

 

Here's some additional guides that can help you in the future: 

 

 

Please let us know if this report was able to fit your needs. I'm only a comment away. Take care! 

MM524Author
Dec 10, 2024 9:18 PM UTC

I appreciate the information, however we may not code everything for a payee to the same GL account.  So what is the best way to find out everything paid to a vendor for different GL and different payment methods?

CharmieH
Dec 10, 2024 11:03 PM UTC

Let me show you an easier way to access your desired data in QuickBooks, @MM524.

 

You can run the Transaction List by Vendor report and filter by transaction type and payment methods.

 

Here's how:
 

  1. Go to Reports.
  2. Search for Transaction List by Vendor.
  3. Click Columns.


     
  4. Tick the Transaction type and the Payment method.

 

In addition, you can visit this article for additional reference: Customize reports in QuickBooks Online.

 

Lastly, after customizing your reports, you can export them from QuickBooks and keep a copy on your computer.

 

Should you need additional clarification on managing your reports, please drop a message here. The Community team and I are on standby to support you. Wishing your business great success!

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