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BG34
Level 1

Is there a vendor report that includes transactions for vendors that are done by journal entry?

There must be. Otherwise why would they have a vendor field in the JE itself? However, I can't seem to find it anywhere.

3 Comments 3
jenop2
QuickBooks Team

Is there a vendor report that includes transactions for vendors that are done by journal entry?

Thank you for reaching out and posting your inquiry about running a vendor report, BG34. I am here to help you pull together the vendor transaction data you need. 

 

The Transaction List by Vendor report provides a list of all transactions associated with a vendor, including journal entries.  

 

Follow these steps to run this report: 

 

  1. Go to the Reports menu and type in Transaction List by Vendor in the Search bar.
  2. Click on it to open the report.
  3. Select Filter in the upper-right-hand corner if you want to only see transactions for a particular vendor.   

 

transaction list.PNG

 

You can also use these following parameters in the Filter panel if you only want to see journal entries in the report:

 

  • Filter: Transaction type
  • Operation: Equals
  • Value: Journal Entry

 

filter.PNG

 

In addition, here are a couple of articles on customizing and creating reports in QuickBooks Online: 

 

 

 Please feel free to post any other questions that come up as you're running and customizing reports, BG34. We're always happy to help out however we can.

BG34
Level 1

Is there a vendor report that includes transactions for vendors that are done by journal entry?

Thanks for the quick response. It is clear from your screen shot that what I am looking to do is possible. So that is encouraging. However, when I go through the same steps, none of the JEs show up on the report. Under Transaction Type it says 'Expense' and only pulls through transactions that came through the bank and credit card feeds. I played around with all the options and settings and didn't see anything that allowed for JEs. I am using Simple Start. How can I allow for that?

Kevin_C
QuickBooks Team

Is there a vendor report that includes transactions for vendors that are done by journal entry?

Yes, it is surely possible, BG34. Let me help you locate the journal entry transactions associated with your vendors in QuickBooks Online (QBO).

 

To make the journal entries for your vendors appear in the Transaction List by Vendor report, please make sure the Report period and Accounting method are accurately selected.

 

Aside from that, you'll also want to review if you have chosen the correct vendor under the Name field of your journal entries.

 

I've also included this resource for your reference in case you want to save your reports to Excel: Export your reports to Excel from QuickBooks Online.

 

Let me know if you need further assistance managing your reports in QBO. I'll be here to answer them and assist you further. Have a wonderful day ahead!

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