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January 4, 2025
Question

Need help running report

  • January 4, 2025
  • 1 reply
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I would like to see where all of my money went last year, broken down by the company or contact that was paid, with total$ for each company or contact. Is that possible? I want to see what to cut out in 2025.

1 reply

January 4, 2025

Yes, it is, Judy. We can run the Transaction List by Vendor report and customize it to show a list of contacts to whom your money went last year.

 

This report shows the lists of transactions that were posted to vendor accounts during the specified period and their total accumulated amount. Here's how you can access and customize them:

 

  1. Go to the Reports menu and enter Transaction List by Vendor report in the search bar.
  2. In the report, set the Report period to Last Year.
  3. Click Columns or Filter to add details to your report.
  4. Mark-check all the columns that fit your business needs.
  5. Once you apply any customization, hit the Refresh report to apply changes.

 

You can also view these resources to learn more about customizing reports:

 

 

Additionally, you can export your reports to obtain a copy or use them outside of QuickBooks. For complete guidelines, refer to this article: Export your reports to Excel from QuickBooks Online.

 

On the other hand, our QuickBooks Live Experts Assisted can assist you in identifying specific reports to assess your financial health more effectively.

Don't hesitate to touch base with me here if you require additional assistance with running the report, Judy. I would be delighted to help you. Have a wonderful rest of your day.