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Community Explorer **

A customer transaction report includes one asset purchase. The asset purchase is not included in the report total. Can I get a transaction report that includes this?

All the other transactions in the report are expense transactions. Only the asset purchase is not included in the total.
6 Comments
QuickBooks Team

Re: A customer transaction report includes one asset purchase. The asset purchase is not included...

Hi there, @arecibo2!

 

You can customize your Transaction List by Vendor report so you can show your purchased asset. I'm here to help you accomplish this.

 

To start with:

  1. Go to Reports.
  2. Select Standard.
  3. Scroll down the page to Expenses and vendor category of your reports.
  4. Choose Transaction List by Vendor.
  5. Click Customize.
  6. Under Filter, select Transaction Type.
  7. Select Expense.
  8. Click Run report.

In addition, here's an article you can read to learn more about customizing your report: How to Customize Reports?

 

Lastly, you can also save this customized report by clicking Save customization so you can pull up this report when needed. Then, go to your Custom Reports tab to do so.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Established Community Backer ***

Re: A customer transaction report includes one asset purchase. The asset purchase is not included in the report total. Can I get a transaction report that includes this?


@arecibo2 wrote:
All the other transactions in the report are expense transactions. Only the asset purchase is not included in the total.

I'm a little confused.  An asset purchase is something you own.

If you purchased an asset for a customer, then it is purchased as an expense and billed to the customer.

If you had an agreement that the customer would pay for an asset for you so you could do the work, then the customer is just billed for income, other income or ....  and you use that money to buy your asset.

Community Explorer **

Re: A customer transaction report includes one asset purchase. The asset purchase is not included...

I will try that and let you know if it works, JonpriL. Many thanks for the step-by-step instructions.

 

David

Community Explorer **

Re: A customer transaction report includes one asset purchase. The asset purchase is not included...

Hi. This solution doesn't work. We're trying to track expenses by customer (expenses billable to a customer), not expenses by vendor, as you indicate.

 

I already have a custom report that shows these expenses. I'm not trying to find out how to set up the report; I'm trying to figure out how to have a line item for an asset expenditure be included in the total calculated by the report.

Moderator

Re: A customer transaction report includes one asset purchase. The asset purchase is not included...

Thanks for getting back to us, @arecibo2.

 

May I know what specific custom report you've pulled up? It would be helpful if you provide a screenshot. This will ensure that I can provide you with the best resolution.

 

You can leave a comment by clicking the Reply (green) button below.

 

Just in case, I'm adding this article for future reference: How to customize reports in QuickBooks Online (QBO).

 

I look forward to hearing from you again.

Community Explorer **

Re: A customer transaction report includes one asset purchase. The asset purchase is not included...

Hi, I resolved it by running a Customer Transaction Report, and all is OK now.

 

Thank you for trying to help.

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