Purchase Orders & Bill info report

3 replies
136 views

Is there a way to create a report that has both the PO # listed and the Bill #? Thanks!

QuickBooks Online

ShyMae

QuickBooks Team

Yes, there is a way, Lisa. We can run the Transaction List by Vendor report. Then, customize it to include your bill and purchase order numbers for each transaction. I'll outline the steps and include a screenshot below to achieve this process.

To generate and customize the Transaction List by Vendor report, please follow these steps:

Head to the Reports menu, then enter Transaction List by Vendor in the search bar.
Set your preferred report period, then click Columns.
Make sure to tick the column you want to include in the report, such as Date, Transaction Type, and Num.
Hit the Filter option and change the Vendor name to Transaction Type.
Under the Equals box, choose the Bill and Purchase Order.
Click any part of the report for the changes to take effect.

Are you looking to elevate your experience within the platform? I'm thrilled to let you know you can connect with our QuickBooks Live Expert Assisted team. They are eager to help you generate reports and offer valuable tips on managing your vendors or expenses. Let us assist you on your path to financial success!

Moreover, you can memorize the reports you've customized. This feature ensures you won't have to repeat the same process.

Customizing the Transaction List by Vendor will allow you to view your bill and purchase numbers in one concise report specifically to your needs. If you need further assistance or have more detailed requirements, we're still here to help guide you.

L

lisa-2i-t-comAuthor

New Member

I tried those steps and it keeps putting the PO#s in one section of the report & the Bill #s in another. I want to add the Bill # as another row in the same PO# sheet. How do I do that?

M

MirriamM

QuickBooks Team

Thanks for getting back to us and providing an update after following the suggested steps from my colleague, Lisa. Let me address your query about adding the Bill # as another row in the same PO # sheet.

Currently, the option to add the Bill # as another row in the PO # sheet isn't currently possible, as the Bill will display on the next line item below the PO, as shown in the screenshot provided by my colleague. In the meantime, you can export the report to Excel and manually add the Bill # as another row in the same PO # sheet.

To export the report, follow these steps:

Open the Transaction List by Vendor report.
Set the necessary filters.
Click the Export button in the upper right-hand.
Choose Export to Excel.

For more details, you can check out this article: Export your reports to Excel from QuickBooks Online.

We are committed to ensuring a seamless experience while running reports and continuously strive to enhance your experience with QuickBooks Online (QBO). We encourage you to submit your feedback to our product developers within your QBO account. This will help our team better understand your concerns and suggestions, ultimately improving your experience with the program.

To send feedback, here's how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

Additionally, would you like to email your memorized reports on a recurring schedule in QBO? If so, take a look at this article for all the details: Set schedule and email information for a memorized report in QuickBooks Online.

If you want to explore the reporting features in QBO further, feel free to reach out. I'm always just a message away.

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