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casa3
Level 3

Using QBOnline Plus for a nonprofit. How do I add classes and COA line numbers to the unpaid bills report?

 
Solved
Best answer February 24, 2021

Best Answers
MarsStephanieL
QuickBooks Team

Using QBOnline Plus for a nonprofit. How do I add classes and COA line numbers to the unpaid bills report?

Hello there, @casa3.

 

Currently, the report about the unpaid bill by class is unavailable. However, you can run the Vendor Balance Detail report and filter the unpaid bills. I'd be happy to show you the steps and some screenshots.

 

After filtering the unpaid bills in the Vendor Balance Detail report, save this customization and export this to an Excel file. Here's how:

 

  1. Go to the Reports and enter Vendor Balance Detail in the search bar.
  2. Click Customize button and go to the Filter section.
  3. Check the A/P Paid box.
  4. Click on the drop-down button, choose Unpaid.
  5. Select Run report.
  6. Click on the Save customization and enter the report title.
  7. Look for the Export icon and choose Export to Excel

 

Once done, you can add a Class column in the Excel file per transaction. To get the exact class per transaction, simply click the Bill transaction in the QuickBooks Online report you've just customized. Click the X or Close button on the Bill transaction after checking the class.

 

This is how the process looks like:

 

 

 

I've added this article to know more details on how to modify your reports in QuickBooks: Customize reports in QuickBooks Online.

 

I can see that this report is beneficial to any business that'd like to track unpaid bills by class. I'd like to encourage you to use our Feedback option in the QuickBooks Online platform so that our software engineer will be notified of this great idea. The more request it has, the more likely it'll be added on the next update. You can follow the steps below to submit this feedback:

 

  1. Click the Gear icon.
  2. Select Feedback.

 

You're always welcome to tag my name in the comment section if you need further assistance or other questions. Take care and stay safe.

View solution in original post

2 Comments 2
MarsStephanieL
QuickBooks Team

Using QBOnline Plus for a nonprofit. How do I add classes and COA line numbers to the unpaid bills report?

Hello there, @casa3.

 

Currently, the report about the unpaid bill by class is unavailable. However, you can run the Vendor Balance Detail report and filter the unpaid bills. I'd be happy to show you the steps and some screenshots.

 

After filtering the unpaid bills in the Vendor Balance Detail report, save this customization and export this to an Excel file. Here's how:

 

  1. Go to the Reports and enter Vendor Balance Detail in the search bar.
  2. Click Customize button and go to the Filter section.
  3. Check the A/P Paid box.
  4. Click on the drop-down button, choose Unpaid.
  5. Select Run report.
  6. Click on the Save customization and enter the report title.
  7. Look for the Export icon and choose Export to Excel

 

Once done, you can add a Class column in the Excel file per transaction. To get the exact class per transaction, simply click the Bill transaction in the QuickBooks Online report you've just customized. Click the X or Close button on the Bill transaction after checking the class.

 

This is how the process looks like:

 

 

 

I've added this article to know more details on how to modify your reports in QuickBooks: Customize reports in QuickBooks Online.

 

I can see that this report is beneficial to any business that'd like to track unpaid bills by class. I'd like to encourage you to use our Feedback option in the QuickBooks Online platform so that our software engineer will be notified of this great idea. The more request it has, the more likely it'll be added on the next update. You can follow the steps below to submit this feedback:

 

  1. Click the Gear icon.
  2. Select Feedback.

 

You're always welcome to tag my name in the comment section if you need further assistance or other questions. Take care and stay safe.

casa3
Level 3

Using QBOnline Plus for a nonprofit. How do I add classes and COA line numbers to the unpaid bills report?

Thank you for this workaround, Stephanie!  I will also follow your suggestion to alert the appropriate designers via the feedback option.  

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