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September 30, 2022
Question

Is there a report that will give you the number of Bills per month by date?

  • September 30, 2022
  • 4 replies
  • 93 views

I need to create a report that will give me the quantity of bills per month using the bill date.  It would be nice if it could display the columns OR rows by month with just the number of invoices for that month.

4 replies

QuickBooks Team
September 30, 2022

It's my priority for you to run the report you need in QuickBooks Desktop, tlbarton.

 

We can run the Transaction List by Vendor report and customize it to show the Billed Date, Quantity, and all the bills on a monthly period. Let me show you how:

 

  1. Go to Reports on the top menu.
  2. Choose Vendors & Payables.
  3. Select Transaction List by Vendor
  4. Tap Customize Report button.
  5. Choose Display.
  6. In the Columns field, enter Billed Date and Qty
  7. Go to Filters and enter Transaction Type in the search field.
  8. Choose Bill in the Transaction Type field.
  9. Press OK and OK
  10. In the Dates field, choose Month-to-Date period. 

 

If you need to add and modify columns to come up with the report data you need, just click the Excel button. then, choose Create New Worksheet to export the report. You can check out this article to learn how to customize vendor reports in QuickBooks Desktop: Customize vendor reports. You might also want to memorize reports in QuickBooks Desktop. This way, you do not have to go through the customization process again.

 

Feel free to visit our Reports page for more insights about managing your company's financial report in the software.

 

We're always available to help you. You're welcome to post again if you need anything else in managing your bank register. Have a great day.

tlbartonAuthor
September 30, 2022

Thank you - I'll try this :)  Have a great weekend!!

Tori B
QuickBooks Team
September 30, 2022

Please let us know how it goes, @tlbarton

 

As my colleague mentioned, we are always here whenever you have questions or concerns. Take care, and have a wonderful weekend! 

 

BigRedConsulting
Level 15
October 3, 2022

@tlbarton 

Unfortunately QB doesn't really have reports that will show you the counts of transactions. However, if you create a report that lists the transactions, one row per transaction, then you can export it to Excel in order to add formulas to arrive at those counts.