Question

Reports by vendor type

Forum|Forum|5 years ago
February 24, 2021
2 replies
10 views

I need to provide a list of all subcontractors including site locations and amount paid with my business license application. Subcontractors are entered as Vendors/Type: Subcontractor. Each invoice includes a Class for the locality. How do I run a report for Vendor and Type? If I could include Class, that would be a bonus.

QuickBooks Desktop

JenoP

QuickBooks Team

I'll help with your question about running reports, aj35.

There's no single report that will show the vendor type, class, and amount paid to vendors. You can run different types of reports to get the details that you need. You can start with the Vendor Contact List report and add a column for Vendor Type. Here's how:

Go to the Reports menu, select Vendors and Payable, and then click Vendor Contact List.
Click Customize Report.
In the Display tab, check Vendor Type under Columns.
Click OK.

Once done, open the Transaction List by Vendor report and add a class column. This will give you the amount paid to them and the class that are assigned to each transaction. Here's how:

Go back to the Reports menu, select Vendors and Payable, and then click Transaction List by Vendor.
Click Customize Report.
In the Display tab, check Class under Columns.
Click OK.

More details about customizing reports are shared in these articles:

Aside from that, you can also export these reports to Excel so you can combine them together and add more customization. Here's a guide for more details: Export Reports As Excel Workbooks In QuickBooks Desktop.

Don't hesitate to reach out to us again if you have follow-up question or if you need help again while working in QuickBooks.

A

aleighsmile22

The transaction list by Vendor could work. I went back through all of the transactions and added a Class, but the column shows up blank on the report.

Is there a way to enter subcontractors so that I can run a specific, annual report?

Tori B

QuickBooks Team

Hey there, @aleighsmile22.

Thanks for following the thread. I hope you're enjoying your Friday so far.

I have looked into a few different reports for you and customized them to fit everything you need. However, I think the best fit would be the Transaction list by Vendor report. I see that you stated the class field is blank after adding class to all the transactions. I recommend closing QuickBooks, then sign back into your company file and run the report again. This way, the changes can take effect.

Another report that closely meets what you're looking for would be a Transaction Detail report. You can filter the report down to selecting only the subcontractors by name. I've included some steps below to run the report.

From the Reports menu, highlight Custom reports and choose Transaction Detail.
In the Filters tab, scroll to the Names category, select Multiple names, and choose all your subcontractors.
Hit OK to save the changes.

Check out Customize reports in QuickBooks Desktop for more details about customizing reports.

Additionally, you can memorize this report so you won't have to build it again in the future. If you're interested in doing this, take a look at Create, access, and modify memorized reports.

Let me know if you have further questions or concerns. I'm happy to lend a hand. You can reach out to the Community at any time. Take care and have a wonderful weekend!

B

Beverly14

I need to print a report where the account type is "other expense" put these costs into the proper category.

C

ChristieAnn 11

Level 9

Hi there, Beverly14.

Thank you for visiting the QuickBooks Community. I'll ensure to share steps so you're able to print a report where the account type is Other Expense and set costs into the proper category.

You can go to the Chart of Accounts to see all lists of your company's accounts and their balances. You may use them to categorize your transactions. Also, each account has a transaction history and breaks down how much money you have. That said. I suggest going to the said section and run a QuickReport for Other Expense so you can print the details you need.

Here's how:

Go to the Lists menu.
Choose Chart of Accounts.
Type the Other Expenses in the search bar. Then, right-click.
Select QuickReport: Other Expenses.
Click the Print button. Then, select Report or Save as PDF.

Once done, you'll have the option to customize the report to personalize the data, add or remove information on the header/footer. That way, you can view the specific details you want to print.

Additionally, you can refer to this article to see different information on how QuickBooks Desktop provides different reports that cater to your business needs: Understand reports.

You are always welcome to tag my name in the comment section below if you have other questions about running reports. I'd be happy to answer them for you. Take care.

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