Skip to main content
A
AndreaMK
May 20, 2025
Question

Report of vendors with most recent transactions

  • May 20, 2025
  • 1 reply
  • 0 views

Hello,

We are looking at cleaning up our system by removing old vendors that are no longer used and I want to pull a report that lists vendors with the date of their most recent transaction. I tried using the Transaction List by Date and grouping it by vendor but it ranks the vendors by their earliest transaction date, not most recent transaction date.

    1 reply

    Z
    ZuzieG
    May 21, 2025

    Hi Andrea, it's fantastic to see you seeking the best solutions for your business.  I'm glad to guide you on how to filter recent transactions by vendors.

     

    But first, could you please tell me if your report is in classic or modern view? If it's in modern view, you can efficiently view and filter recent transactions by vendor by following these steps.

     

    Here's how to filter the recent transactions:

     

    1. In the Reports section, find the Transaction List by Date report. You can use the search bar if needed to locate it quickly.
    2. In the Report period filter, the date and choose or enter your desired date.
    3.  To the right corner, click the Filters section.
    4. Select Name and choose specific vendors or include all vendors, ensuring Vendor is selected from the available filters.
    5. Initially, you'll see the earliest transaction. To view recent transactions, click the arrow in the top left corner under the Date section to refresh the report.

     

     

    For more information on deleting or deactivating a vendor, please refer to this article for further details: Delete a Vendor.

     

    Additionally, I encourage you to take advantage of our QuickBooks Live Expert Assistance to enhance your experience with our software. This service connects you with QuickBooks-certified experts who offer personalized support specifically for managing reports and transactions.

     

    Furthermore, you can save customized report settings in QuickBooks for future use, which eliminates the need to repeat the customization process. Check this article: Create, access and modify memorized reports.

     

    Feel free to revisit this thread for help with your reports transactions. It’s our pleasure to support your business and help you achieve your goals.

    A
    AndreaMKAuthor
    May 21, 2025

    Hello,

     

    I tried using the Transaction List by Date but that report is not giving me the information that I want in a format that is usable. I'm trying to see just the most recent transaction of each vendor, not all the transactions of the vendors. Needing to click the drop down on each vendor to see when the transactions were is also an extra step that is taking time. When I export, it becomes even less usable as it shows all the transactions resulting in almost 50,000 rows.

    What I need is to have an exportable list of vendors with only their most recent transaction date.

      FishingForAnswers
      FishingForAnswers
      May 21, 2025

      @AndreaMK  Judging by the image provided by the staff member above, this report allows you to select a date range.

       

      That being the case, I imagine you could narrow the report down to 2024 to present (or however far back you want the cut-off to be for old vendors), group it by vendor as you originally mentioned, and end up with a list of only the vendors you've used in the past year to date.

       

      Any vendor not on the list would presumably be no longer used.

      Terms & ConditionsAccessibility statement