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L
LS7919
February 12, 2024
Question

Transaction List by Customer to include a column for vendors?

  • February 12, 2024
  • 1 reply
  • 0 views

I just switched to QuickBooks online. We bill by customer, and need to pull reports of transactions by customer. However, it looks like on the report there is no option to add a column for the vendors of each transaction. Similarly, in the customer section it will show you the billable amount, but not the vendor that bill is from unless I click several times to go into the bill. Is there a way to add a vendor file on the Transaction by customer report?
QuickBooks desktop can do this, why can't it be done in the online version?

1 reply

AlverMarkT
AlverMarkT
February 12, 2024

Hi, @LS7919. I'm here to help. 

 

Reports in QuickBooks Online (QBO) are different from those in QuickBooks Desktop since both systems are designed to cater to different user needs and preferences. While there's no option to add a vendor column to a Transaction List by Customer report in QBO, I can suggest an alternative report closer to your specifications as a workaround. 

 

You can consider running a Transaction Detail by Account report following these steps:

 

  1. Go to Reports.
  2. In the search field, type "Transaction Detail by Account," then select the report. 
  3. If applicable, click on Switch to classic view.
  4. Select Customize.
  5. Choose None from the Group by drop-down menu.
  6. Under the Rows/Columns section, click on Change columns.
  7. Put a checkmark for Customer and Vendor.
  8. Under the Filter section, select Bill from the Transaction type drop-down menu. 
  9. Reorder the columns if necessary. Kindly see the image below in reordering column headers.
  10. Select Run report.

 

To save the current customizations of the report, you can refer to this article: Memorize reports in QuickBooks Online.

 

If you need further assistance running reports in QBO, we'll be here to assist. Have a great day ahead!

    L
    LS7919Author
    February 12, 2024

    Great, this works! Thank you so much!

      R
      rvrfrf
      February 12, 2024

      Thanks for getting back with the Community, LS7919.

       

      I'm happy to hear AlverMarkT was able to help with finding a report that works for including a Vendor column.

       

      You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

       

      Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Monday!

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