Run and save a monthly expense report by vendor in QuickBooks Online

Learn how to run and save a monthly expense report by vendor in QuickBooks Online.

With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.

Run a monthly expense report by vendor to see how much you pay your vendors every month. You can use this to keep track of your expenses and manage your finances.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

Run a monthly expense report by vendor

1. Go to Reports (Take me there).
2. Select the Find report by name dropdown, then select Expenses by Vendor Summary. You can also browse the list.
3. Select the Report period dropdown, then select your preferred date range.
4. Select Display, then select the Display columns by dropdown.
5. Select Date, then select Months.

Save a monthly expense report by vendor

1. While the report is still open, select Save As.
2. In the Report name field, enter the name of the report.
3. Turn on the Share with others switch, to make it visible to others who wish to access the report.
4. (Optional) Select the Add to group ▼ dropdown, then select the group you want to add this report to.
5. Select Save.

Note: To access this report and other custom reports, go to Reports. Then, select Custom reports.