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Can you please assist in creating Payment Report showing supplier name, bank accounts, amounts and reference. that can the be exported to BACs for payment.
Quickbooks not having a bacs payment option for suppliers is a financial control weakness.
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Hi there, May Dare.
Allow me to chime in for a moment and provide additional clarification regarding this matter.
As my colleague Amanda G mentioned, a report that has all of this information is unavailable at this time. However, you could pull up the Supplier Contact List and Supplier Balance Summary reports and customise them with columns that'll show the information you need.
The instructions below will guide you through the entire process:
To pull up and customise reports in QuickBooks
If you still prefer to speak with someone over the phone, please contact our dedicated Support Team by clicking this link. It'll route you to our webpage where you can get their hotline number. This team has special tools like screen sharing and guide you through the step-by-step process on how to customise these reports.
Let me know how it goes, I'm here to ensure your success. Thanks for coming to the Community, I'll keep an eye out for your response.
Hello,
At this moment in time we don't have a report with that information available. You may be able to run an open supplier report and customise this.
Thank you.
Can you please contact me to assist in customising the open supplier report. This issue was raised by our auditors and its seen as a major weakness more so when compared to other products like Sage 50
Hi there, May Dare.
Allow me to chime in for a moment and provide additional clarification regarding this matter.
As my colleague Amanda G mentioned, a report that has all of this information is unavailable at this time. However, you could pull up the Supplier Contact List and Supplier Balance Summary reports and customise them with columns that'll show the information you need.
The instructions below will guide you through the entire process:
To pull up and customise reports in QuickBooks
If you still prefer to speak with someone over the phone, please contact our dedicated Support Team by clicking this link. It'll route you to our webpage where you can get their hotline number. This team has special tools like screen sharing and guide you through the step-by-step process on how to customise these reports.
Let me know how it goes, I'm here to ensure your success. Thanks for coming to the Community, I'll keep an eye out for your response.
HI
I want to print off a bank payments report
I have added bank sort code, bank ac etc as customised fields
Next - how can I add these to a report for printing?
Thanks
Hello CLP417, thanks for posting on this thread, so no not really, it all depends on what report you are looking at but custom fields can only be added as a column on some sales reports, not expense ones.
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