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Anonymous
Not applicable

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

 
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Content Leader

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

Ask and you shall receive, @Anonymous.

 

With the Expenses by Vendor Summary Report, sorting and totaling expenses by vendors has never been easier. Check out the steps below to get started:

 

Running the Vendor Expenses Summary Report

  1. From QuickBooks Online, navigate to the Reports tab.
  2. Type Vendor in the search bar, and select Expenses by Vendor Summary Report from the pane that appears below.
  3. Set the Report period to This Year-to-date, and click Run report.

This information can also be found in our guide on running a customized vendor report, or from the brief video example below:

 

Using this report, you can see the total payments you've made, sorted by vendor, in preparation for the upcoming tax season. Please be sure to let me know if there's anything else I can do to help you succeed. Thanks for coming to the Community, wishing you a safe and relaxing weekend ahead.

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Anonymous
Not applicable

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

@MichaelDL I do not see that report in the version I am using - see attached screen shot.

 

As I stated in my original question: I have only QB online, and the Windows desktop app.  Are you using a different version?

 

Highlighted
Moderator

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

Hello there, @Anonymous.

 

It's nice to see you here in the Community. Allow me to loop in for a moment and help pull up the report that you want in QuickBooks Online (QBO).

 

The awesome report that my colleague @MichaelDL provided is only available in QBO Essentials and Plus versions. If you're not seeing it on your end, it's possible that you're using QBO Simple Start version.

 

If that's the case, you can use the Transaction List by Vendor report and sort/group them by vendor instead. You can also export this report to Excel to get a sum total.

 

To pull up the report, here's how:

 

1. Go back to the Reports tab, then type vendor and select Transaction List by Vendor.
2. Choose This Year-to-date under Report period, then pick Vendor under Rows/column.
3.  Click Run report.

 

For your reference, check out this helpful article for further guidance: Run a customized report of all vendor payments. You may also visit these articles to know more about the available reports in QBO and the comparison of reports between QBO subscriptions.

 

That should answer your concern for today. If you have any follow-up questions, don't hesitate to post again or leave a comment below. I'll be here to help. Have a wonderful weekend.

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Level 1

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

One follow up question - the items that are included in Not Specified how did they get there? are they for expenses that do not have a vendor file? it looks like employees that required a manual check or reimbursements or JE?  Thx

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QuickBooks Team

How can I run an expense report sorted and totaled by vendor for 2018? I'm using the QBO app for Windows.

Hi there, @AcctAble.

 

Thanks for joining us here in the Community. I'd be happy to help and share some information about why your items are in the Not Specified section.

 

Transactions that are not included on your filters (example: class, location, customer, etc.) when pulling up a report, will automatically go to the Not Specified section. This is the avenue of those transactions that are not correctly labeled. To avoid this from happening, you'll need to assign an accurate tag for each transaction.

 

This should keep you moving today. Keep me posted if there's anything else you need. I'll be around to help you out. Wishing you and your business continued success!

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