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snirp
August 4, 2023
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Vendor Bill Report Which Shows each category item

  • August 4, 2023
  • 1 reply
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I have a vendor where each Bill has several line items (ie categories). How do I get a report in QB Online that shows each of those line items with their category, description, amount and class?

Best answer by ChristineJoieR

I can point you in the right direction, @snirp. I'll drop some steps to let QuickBooks Online show the details you want to pull under the Report section.

 

We can get the straightforward details you need by generating a Transaction List with Splits report.

 

Here's how:

 

  1. Go to Reports.
  2. Locate in the Search bar the Transaction List with Splits.
  3. Click Customize.
  4. Under the Rows/Columns, Filter section, Header, and Footer.
  5. Make essential customization and click Run report.

 

I also tried to use the details from your screenshot, and this is what it looks like:

 

 

You can also visit this page if you want to record payments for your bills. See the steps outlined here: Enter and manage bills and bill payments in QuickBooks Online. Or, pay multiple payments for bills.

 

There you have it, @snirp. Let me know if you need help to memorize reports. I'll be around the corner. 

1 reply

D
DebSheenD
August 4, 2023

Hi there, @snirp. We can run a data report by Product/Service Summary Report By Class.


To create a report in QuickBooks Online that shows each line item with its category, description, amount, and class, you can use the "Transaction List by Vendor" report and customize it to include the desired details.

Here's how:

  1. Sign in to your QuickBooks Online account.

  2. Click on the "Reports" option in the left-hand navigation menu.

  3. Search for and Select "Transaction List by Vendor" Report: In the search bar at the top, type "Transaction List by Vendor" and select the report from the suggestions.

  4. Customize the Report: Once the report opens, follow these steps to customize it:

    • Select Vendor: Choose the vendor for whom you want to generate the report. Click the "Vendor" dropdown and select the desired vendor's name.

    • Date Range: Specify the date range for the transactions you want to include. You can use the "From" and "To" fields to set the range.

    • Columns: Click the "Columns" button to customize the columns shown in the report. Check the boxes for "Category," "Description," "Amount," and "Class" to include these details.

    • Filters (Optional): You can use additional filters like "Account," "Class," "Transaction Type," etc., to narrow down the report's results.

  5. Run the Report:

Here's an article about modifying columns on the report: Customize and modify columns on reports.

 

I also have some additional articles about managing a wide range of reports in QBO:
 

 

I'm always at your back if you need further assistance in running reports. Have a great day!

S
snirpAuthor
August 4, 2023

Thanks but it's not Sales I am looking for. It is Bills in the Vendor sections. In the attached file, I want a report that will show me each item along with description.

C
ChristineJoieRAnswer
August 4, 2023

I can point you in the right direction, @snirp. I'll drop some steps to let QuickBooks Online show the details you want to pull under the Report section.

 

We can get the straightforward details you need by generating a Transaction List with Splits report.

 

Here's how:

 

  1. Go to Reports.
  2. Locate in the Search bar the Transaction List with Splits.
  3. Click Customize.
  4. Under the Rows/Columns, Filter section, Header, and Footer.
  5. Make essential customization and click Run report.

 

I also tried to use the details from your screenshot, and this is what it looks like:

 

 

You can also visit this page if you want to record payments for your bills. See the steps outlined here: Enter and manage bills and bill payments in QuickBooks Online. Or, pay multiple payments for bills.

 

There you have it, @snirp. Let me know if you need help to memorize reports. I'll be around the corner. 

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