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Skeefer
January 22, 2023
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Unpaid bills report

  • January 22, 2023
  • 1 reply
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I am trying to print an unpaid bills report with the following:

sort by due date - when I ask it to it just reverts to sorting by vendor name

Only show the invoices, not a total for each vendor

 

How do I do this?

Best answer by MichelleBh

I'll provide a different report to run to achieve your reporting tasks in QuickBooks, @Skeefer. 

 

Instead of the Unpaid Bills report, you should run the Transaction List by Date report. Then, customize the fields accurately so that each vendor's total bills show up correctly.

 

Here's how: 

 

  1. Go to the Reports tab and type Transaction List by Date in the search bar. 
  2. In the Group by field, choose Vendor. 
  3. Select the Customize tab and pick the appropriate Report period in the field. 
  4. In the Rows/Columns, check the Name, Transaction Type, Due Date, Amount, A/P Paid, and other fields you want to show in the report. 
  5. Go to the Filter section and pick the following:
  • Transaction Type - Bill
  • A/R Paid - Unpaid

        6. Hit Run report. 

 

For more details, check out this link: Customize reports in QuickBooks Online.

 

Check out the following articles to learn how to customize reports to get awesome insights and memorize them:

 

 

The Community and I are always here for you, so please don't hesitate to contact us if you need assistance. Be safe!

1 reply

MichelleBh
MichelleBhAnswer
January 22, 2023

I'll provide a different report to run to achieve your reporting tasks in QuickBooks, @Skeefer. 

 

Instead of the Unpaid Bills report, you should run the Transaction List by Date report. Then, customize the fields accurately so that each vendor's total bills show up correctly.

 

Here's how: 

 

  1. Go to the Reports tab and type Transaction List by Date in the search bar. 
  2. In the Group by field, choose Vendor. 
  3. Select the Customize tab and pick the appropriate Report period in the field. 
  4. In the Rows/Columns, check the Name, Transaction Type, Due Date, Amount, A/P Paid, and other fields you want to show in the report. 
  5. Go to the Filter section and pick the following:
  • Transaction Type - Bill
  • A/R Paid - Unpaid

        6. Hit Run report. 

 

For more details, check out this link: Customize reports in QuickBooks Online.

 

Check out the following articles to learn how to customize reports to get awesome insights and memorize them:

 

 

The Community and I are always here for you, so please don't hesitate to contact us if you need assistance. Be safe!

S
SkeeferAuthor
January 23, 2023

Thank you Michelle, I will try that.

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