Run and save a monthly expense report by supplier in QuickBooks Online

Learn how to run and save a monthly expense report by supplier in QuickBooks Online.

Run a monthly expense report by supplier to see how much you pay your suppliers every month. You can use this to keep track of your expenses and manage your finances.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Run a monthly expense report by supplier

1. Go to Reports (Take me there).
2. Select the Find report by name dropdown, then select Expenses by Supplier Summary. You can also browse the list.
3. Select the Report period dropdown, then select your preferred date range.
4. Select Switch to modern view, if you see it.
5. Select Display, then select the Display columns by dropdown.
6. Select Date, then select Months.

Save a monthly expense report by supplier

1. While the report is still open, select Save As.
2. In the Report name field, enter the name of the report.
3. Turn on the Share with others switch, to make it visible to others who wish to access the report.
4. (Optional) Select the Add to group ▼ dropdown. Then select an existing group, or select + Add new group to create a new group to add this report to.
5. Select Save.

Note: To access this report and other custom reports, go to Reports. Then, select Custom reports.