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Level 2

On the bill payment list report, can I add the category that the bill was charged to?

 
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Best answer 03-26-2019

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QuickBooks Team

On the bill payment list report, can I add the category that the bill was charged to?

Thanks for getting back to us, ConnieScroggins.

 

The possible reports that you can pull up it's either Transaction Detail by Account and the Bills and Applied Payments which help you shows the bill payment report with the affected accounts. However, there isn't a way to include the item lines, so you need to open each bill transaction.  

 

For additional reference, you can check this article on how you can customize report in QuickBooks Online (QBO). 

 

I appreciate your patience. Please know that you're always welcome to post again if you have any other concerns. The Community team will always got your back. 

 

 

 

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10 Comments
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Intuit

On the bill payment list report, can I add the category that the bill was charged to?

Hello,

 

I would say run the Bills and Applied Payments report and add the SPLIT column.

(picture attached)

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Level 2

On the bill payment list report, can I add the category that the bill was charged to?

Thanks, this works great when the bill has only one line item. But if the bill actually is split, it just says "split."

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Moderator

On the bill payment list report, can I add the category that the bill was charged to?

Thank you for the quick response, @ConnieScroggins!

 

Allow me to chime in for a moment and help you pull up a bill payment report showing your affected accounts.

 

Yes, you're absolutely correct. As of the moment, the only option to show the affected accounts of your split bill transaction is through clicking -Split-.

 

From there' you'll be routed to your bill and it will show you the affected accounts.

 

In addition, I've included a couple of screenshots below for your visual reference. You can also save this customized report by clicking Save customization. Then, you can find this report in the Custom reports tab when needed.

 

 

Lastly, here's an article you may want to read for your future reference: How to Set Up a Recurring Bill?

 

Fill me in if you have any other questions about your bills and reports. It'll be always my pleasure to lend you a helping hand.

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Level 2

On the bill payment list report, can I add the category that the bill was charged to?

Thank you, but this won't work for us either. My Treasurer wants a report that shows all of the breakdowns, printing each line item of a split transaction would be crazy. Some of our bills have 20+ line items!  I will make him halfway happy by printing it out with split so that some show and some do not. Best we can do, right?  Thanks again!

Highlighted
QuickBooks Team

On the bill payment list report, can I add the category that the bill was charged to?

Thanks for getting back to us, ConnieScroggins.

 

The possible reports that you can pull up it's either Transaction Detail by Account and the Bills and Applied Payments which help you shows the bill payment report with the affected accounts. However, there isn't a way to include the item lines, so you need to open each bill transaction.  

 

For additional reference, you can check this article on how you can customize report in QuickBooks Online (QBO). 

 

I appreciate your patience. Please know that you're always welcome to post again if you have any other concerns. The Community team will always got your back. 

 

 

 

View solution in original post

Highlighted
Intuit

On the bill payment list report, can I add the category that the bill was charged to?

Hello @ConnieScroggins ,

 

Please see the attached report and let me know if this is closer to what you're looking for.  Also if you can confirm which version of QuickBooks Online you're using.

 

The report below shows the following:

ONLY the bill that have been fully paid off

It shows the breakdown of what expense accounts the bills affected.

 

Please let me know if this would be acceptable and if it is I can give the details on how to run it.

 

 

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Level 2

On the bill payment list report, can I add the category that the bill was charged to?

Thanks. The only problem with this is it doesn't show split payments on the same bill. 

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Level 1

On the bill payment list report, can I add the category that the bill was charged to?

This is an ongoing source of frustration for me as well. The desktop version of QB had a "check detail" report that showed each check, the bills that were paid, and the split detail of how the expenses were classified. The lack of split detail on the "bills & applied payments" report leads to significant manual work in excel for me monthly on several accounts for my clients. Crazy that we can't have the corresponding report in QBO.

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Level 1

On the bill payment list report, can I add the category that the bill was charged to?

I am also struggling with this same problem. The only way to figure it out now is by a ton of extra clicking and manual calculations. Even if Quickbooks could list out the splits, it's really only getting us half-way to a solution. To solve this, a report needs to be able to be created for each individual bill payment where it list out each account category that was used and gives a total dollar amount next to it. I, too, have handfuls of vendors that I collect dozens of bills from and pay with one check/expense at the end of the month and am dying to have a way to see the categories and $ totals summarized. See attached image: red is what is currently available (only shows "-Split-"), yellow would an improved solution (lists out the Split categories), green is what we're looking for (sorts by the categories). Quickbooks, please fix this!!!!!! 

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QuickBooks Team

On the bill payment list report, can I add the category that the bill was charged to?

Thanks for joining in the thread @strzos,

 

More customization options for reports would definitely help you see your bill payments list report. I'll submit this feedback to our Product Development team for consideration.

 

I also invite you to check out our blog site to be updated on any new feature available in QuickBooks.

 

If you have any other questions, don’t hesitate to comment below. Take care.

 

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