Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi,
I have a client that receives a bill from a vendor and passes those charges to a customer at a higher rate.
My client is wanting a report that show the bills they receive from a specific vendor and the invoices they bill their customers for those services. I have tried running a transaction detail by account report and customize from there, but it is not showing me both bills and invoices. Am I running the wrong report or can this report even be done?
Thanks for reaching out to us, T3Books.
I understand that you need to run a report that shows invoices obtained from vendor bills. This report isn't available in QuickBooks Online.
If you use the Billable expenses feature to charge your customer, you can run the Transaction List by Customer report and customize it to include the Invoice and Billable expenses charge. Then, open the billable expense charge transaction to see the bill link to it.
Here's how:
If you want to see the list of invoices and bills, you can run two separate report Transaction List By Customer and Transaction List by Supplier. Then, export it to excel. From there, you can customise and combine the information based on your preference.
Furthermore, I've included this article in case you want to save the current customisation settings for future use: Memorise reports in QuickBooks Online.
You're welcome to post again if you need further assistance with reports. I'll be around to help you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here