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Hi Chelsea,
There are different reports available in QuickBooks Online to view supplier transaction list. You can try to run Expenses by Supplier Summary report and Transaction List by Supplier. Here's how to:
Another area you can check is by going to your Expenses tab section.
Check this link to learn more about Customising reports in QuickBooks Online.
Post again in the Community if you have other questions about reports in QuickBooks Online.
Hi,
Thanks for the reply.
What I need is a list of all bills and supplier credits that remain unpaid on the 30 June 2024.
The 'Expenses by Supplier' report gave me a list of all bills and supplier credits, but is there a way that I can filter this to only show the transactions that were still outstanding on 30 June 2024? And is there a way it will list all transactions individually, and not summarized by supplier?
Thanks
Chelsea
Hi Chelsea,
When running the Transaction List by Supplier, you can click on Customise button to add Rows/Columns and Filters to show Unpaid bills and show the open balance. Let me guide you how:
Another report you can run in the Unpaid Bills report.
If you still need help running report, I recommend also contacting our Customer Care Team. That way, they can check your account version and see the possible reports available.
Post again in the Community if you need help with QBO report.
Hi Sheila,
I tried the Transaction List by Supplier and Unpaid Bills report, following your instructions. They both give me a list of what is outstanding now, but they don't tell me what was outstanding as at 30 June 2024. Is there a way I can filter the report so that it will only show my what was outstanding on a previous date?
Alternatively, is there a setting I can change in the Accounts Payables Aging Detail report so that it doesn't apply supplier credits to bills like in my example above?
If neither of those are an option, then is there an email address for the Customer Care Team? I've already tried the online chat option, but was told they were unable to help me and should request a callback. I'd prefer a email over callback as then I can send screenshots of what I'm trying to explain.
Thanks
Chelsea
Thanks for your prompt response, Chelsea. Let me provide additional input to help you manage supplier and expense reports so you can keep track of outstanding entries on the previous date.
In Accounts Payable Detail report, this gives you all outstanding payable expenses like Biils and Supplier Credits created in your account. Thus, you can modify the Report period to specify a custom date (June 30, 2024) so that all unpaid bills and unapplied supplier credits are shown. To do this:
Additionally, for the Transaction List by Supplier and Unpaid Bills reports, you can add a specific date to these reports so all outstanding transactions on a previous date are showing. I'm sharing a screenshot below for reference.
Furthermore, you can utilize this guide to help you save all the customizations made on your reports: Memorise reports in QuickBooks Online.
I'll make sure to get the help you need for any additional queries when managing and running reports in your file. Keep safe and have a good one!
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