Reports

Forum|Forum|5 years ago
December 2, 2020
1 reply
4 views

Hello,

I would like to run a report for a specific vendor and customer. For example, I want a report for ABC Fencing for the customer Pine Run. When choosing multiple names in a report, I am able to choose both the above customer and vendor but it gives me everything for the vendor, not just for Pine Run. How can I run a report on a customer and the vendor bills for that specific customer alone?

QuickBooks Desktop

ZackE_

Moderator

Hi there, lpurcell1. Thanks for reaching out to the Community.

I'd recommend running a Job Costs by Job and Vendor Summary report to get the information you're looking for.

Here's how:

In your top menu bar, go to Reports, then Report Center.
Enter "Job Costs by Job and Vendor Summary" in the Search field.
Press Enter on your keyboard.
Locate Job Costs by Job and Vendor Summary in the Search Results and click Run.
Hit Customize Report.
Access your Filters tab.
Use the Name filter to specify which customer you want displayed on your document.
Select OK.