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Terroir123
July 7, 2021
Question

sales report by vendor

  • July 7, 2021
  • 17 replies
  • 79 views

Has anyone figured out how to run a sales report by vendor in quickbooks online? Their own techs do not even know how to do this? 

17 replies

AlexV
AlexV
Level 10
July 7, 2021

Thanks for reaching out to us, Terroir123!

 

QuickBooks Online has multiple reports you can use. I'm here to assist you.

 

A sales report usually is for customer or client data. One report I can suggest is the Transaction List by Vendor. This shows all transactions grouped by vendor. We can simply customize it to get the specific data you need. Follow these steps:

  1. Go to the Reports menu. Search and select the Transaction List by Vendor report.
  2. Click the Customize button. Utilize the filters in the Rows/Columns and Filter section.
  3. Once done, tap Run report.

 

If you're referring to specific transactions, select the Transaction Type from the Filter section and select the transactions you need. 

 

Also, I'd like you to check this article: Common custom reports in QuickBooks Online. This will show you the steps in running a report based on your specific needs.

 

Furthermore, this link will list all the reports available in QuickBooks Online: Reports included in your QuickBooks Online subscription. Use this if you need other financial reports.

 

Do you have other concerns aside from this? Keep on posting here and we'll reply as soon as we can.

Terroir123Author
July 7, 2021

that does not show sales by vendor. We want to see the following below

 

Vendor                     Total sales Year to Date - Revenue

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
July 8, 2021

Thank you for looping back and providing extra details, @Terroir123. I can share some information about the report you need in QuickBooks.

 

You can only create a Sales Transaction by Vendor report if you have a customer's profile. To obtain the report, I'd suggest pulling up two Profit and Loss reports and customize them to All Income and Expense Accounts. Then, export them to an excel file.

 

  1. Click Reports in the left menu and then select Profit and Loss in the Business overview section.
  2. In the open Profit and Loss report, select Customize.
  3. Select the Filter button.
  4. Click the box beside Distribution Account and choose All Income Accounts in the drop-down.
  5. Customize other details to include in the report.
  6. Hit Run report.
  7. Click the drop-down arrow next to the Export icon to export your report to an Excel spreadsheet.

Then, pull up the Profit and Loss report again and filter it to All Expense Account. You can follow the steps provided above and in step 4, change the Distribution account to All Expense Account and make sure to change or check the Report period. Once done, you can now compare the two reports and review the transactions associated with sales.

Also, you might want to let our product engineers know this is something you need. Please send your feedback straight to them by clicking the Gear icon and selecting Feedback. This goes directly to our product development team to help improve your QuickBooks Online experience.

 

I'll add these videos and articles as your references in customizing reports:

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

 

If there's anything else that I can help you with, please don't hesitate to tag me in your comments below. Stay safe and healthy.

vandapapriwal
September 27, 2021

Any update on this. So surprising this cant be done with a button! 

ChristieAnn 11
Level 9
September 27, 2021

Hi there, vandapapriwal.

 

Thank you for coming back to the QuickBooks Community. I can see how essential to pull up a specific report based on what your business needs. With this, I'll be sharing additional details regarding the availability of the report in QuickBooks Online. 

 

Customer data is normally included in a sales report, whereas a vendor report gives you a detailed or summary picture of your financial activities with a vendor. That said, running the Sales by vendor report still isn't possible.

 

We’re also unable to provide you with a specific time frame as to when the said report will roll out. Rest assured, our engineering team is aware of this request and is working on implementing this in the future. For now, you can follow the information and steps shared by my colleague Joesem M about pulling up two Profit and Loss reports and customize them to All Income and Expense Accounts. Then, export them to an excel file as a workaround.

 

Additionally, please refer to this article to view steps on how you can memorize a report that allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

 

I'm just a few clicks away if you have questions about available reports that you can run in QuickBooks and how it works. You can always tag me in your comments.

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