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communityoil
October 16, 2019
Solved

I have a custom Transaction report which does not show VAT amounts or Invoice Total including VAT. How to change this so that it shows VAT included totals?

  • October 16, 2019
  • 1 reply
  • 0 views
Just want this total (inc VAT) to see what to pay supplier
Best answer by BettyJaneB

Thanks for keeping me updated about the steps that you've tried, @communityoil.

 

You have the option to pull up the Transaction List by Supplier report then customise it to include the tax amount and the open balance. Doing this will provide you the total amount that you need to pay to your vendor.

 

Let me guide you on how to achieve this goal:

  1. Click on Reports at the left pane.
  2. On the search box, key in Transaction List by Supplier.
  3. Enter the date range of the transactions that you wanted to show up.
  4. Tick on the Setting icon on the upper right corner of the report.
  5. Hit the Show More button to expand the customisation options.
  6. Put a check-mark to the Open Balance and Tax Amount boxes.
  7. Then press the Run report button.

 

 

On the other hand, running the Unpaid Bills report will also give you the same amount of information.

 

That should do the trick, communityoil.

 

Here are some resources that you can check out about customising reports in QuickBooks Online for your reference:

Please know that I'm just a post away should you have any other questions concerning QuickBooks. I'd be pleased to help you out. Take care!

1 reply

P
payment after leaving
October 16, 2019

Hi communityoil

 

Not all reports allow you to add the VAT columns. If the report does allow you to add the columns you can do this by selecting the small cog icon located at the top of the report on the right hand side > show more and select Tax Amount and Net Amount > Save customisation > save.

C
communityoilAuthor
October 16, 2019

John C

Thanks for your reply.  I've added columns for Tax Amount and Net Amount as you suggested but still the Amount column shows pre-VAT and is totalled at bottom and the Tax Amount column shows the tax amount also totalled separately at bottom.  All I am trying to show is the total amount that we need to pay to a selected supplier over a selected period of time.  I know that I can add the pre-VAT and the Tax amounts together myself but surely the report should be capable of that.  Is that not we are paying Intuit for?  Please advise

BettyJaneB
BettyJaneBAnswer
October 16, 2019

Thanks for keeping me updated about the steps that you've tried, @communityoil.

 

You have the option to pull up the Transaction List by Supplier report then customise it to include the tax amount and the open balance. Doing this will provide you the total amount that you need to pay to your vendor.

 

Let me guide you on how to achieve this goal:

  1. Click on Reports at the left pane.
  2. On the search box, key in Transaction List by Supplier.
  3. Enter the date range of the transactions that you wanted to show up.
  4. Tick on the Setting icon on the upper right corner of the report.
  5. Hit the Show More button to expand the customisation options.
  6. Put a check-mark to the Open Balance and Tax Amount boxes.
  7. Then press the Run report button.

 

 

On the other hand, running the Unpaid Bills report will also give you the same amount of information.

 

That should do the trick, communityoil.

 

Here are some resources that you can check out about customising reports in QuickBooks Online for your reference:

Please know that I'm just a post away should you have any other questions concerning QuickBooks. I'd be pleased to help you out. Take care!

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