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diane-picturelin
Level 1

Looking for a report that I can customize dates that contains unpaid bills and unused vendor credit memos. Do I have to create my own report?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

Looking for a report that I can customize dates that contains unpaid bills and unused vendor credit memos. Do I have to create my own report?

I'd be delighted to walk you through the process of creating the reports you need, diane-picturelin.

 

We'll need to run the Unpaid Bills report and use the Customize feature to focus on the specifics that are most important to you. Here's how:

 

  1. In your company, tap the Reports menu on the left panel and enter Unpaid Bills in the search field.
  2. In the Unpaid Bills Report screen, click the Report period drop-down and select the date range you wish to use.
  3. Press the Customize menu in the upper right to open the Customize report window.
  4. From there, click the Change columns link and tick the Open Balance column.
  5. Choose Run report to view the changes.UB.png

 

Here is an article that gives a general overview of how to customize report data and layout: Customize reports in QuickBooks Online.

 

Additionally, the following link includes a list of subtopics that address the various report types that you can run through the online program: Create and manage reports. Simply choose the one that best addresses your concern.

 

Fill me in if you have additional questions about reports or other QuickBooks-related concerns. I'm always ready to answer them for you. Enjoy the rest of the day.

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