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G
GAJ
July 21, 2020
Question

Transaction List by Vendor Report

  • July 21, 2020
  • 2 replies
  • 0 views

Is there a standard or custom Transaction List by Vendor Report, that shows subtotals by vendors?

Many thanks for your look-see here.

 

2 replies

N
Nick_M
July 21, 2020

Hey there, GAJ. 

 

Thanks for stopping by! There absolutely is a Transaction List by Vendor report, to access it all you have to do is follow these few steps. 

  1. Sign in to your QBO account. 
  2. Click Reports on the left. 
  3. Type Transaction list by vendor on the right side. 
  4. If you want to Customize the report, click Customize. 

If there's anything else I can help you with in the meantime, feel free to post below. Thank you for your time and have a nice evening. 

 

 

G
GAJAuthor
July 22, 2020

Hi Nick,

How do I get subtotals by vendor in the Transaction List by Vendor Report?

Thanks.

    J
    JamesDuanT
    July 22, 2020

    Thanks for getting back to us, GAJ.

     

    The subtotal option is only available in customer-related transactions. Vendor-related transactions only display the Total amounts. Hence, the Transaction List by Vendor report doesn't have an option to see subtotals.

     

    The closest report that I can think of is the Transaction Detail by Account report. We can customize it to see the details of your vendor transactions:

    1. Click Reports on the left menu and search Transaction Detail by Account.
    2. Click the Customize button and go to the Filter section.
    3. Mark the vendor-related transactions in the Transaction Type field.
    4. Mark the vendors you want to see.
    5. Click Run Report.
      You can export it to Excel if necessary.

    The report will now display the amounts per line item or account of the vendor transactions.

     

    We'll be right here if you need anything else. Have a great day!

      JessT
      JessT
      November 18, 2020

      Hi there, nduffy!

       

      Allow me to add inputs.

       

      It will return to showing every vendor if you reopen the report. Supposedly, you would export the data to Excel or save it (Save Customization) to add the customized report to your list of Custom reports. See more info about customizing reports.

       

      You can always visit us back through this thread if you have more questions.

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