How to view and edit supplier transactions in QuickBooks Online

Learn how to view and edit transactions with your suppliers in QuickBooks Online.

View transactions

View all transactions for a specific supplier in the Suppliers tab.

1. Go to Expenses, then Suppliers (Take me there).
2. Find and select your preferred supplier.
3. Under the Transaction List, you should see all transactions for this supplier.

Manage your suppliers' info

When you select a specific supplier, you can customise and manage their profile and transactions.

1. Select Edit to edit the supplier's profile.
2. Select the Filter ▼ dropdown to show only certain transaction types.
3. Select the Printer icon to print the supplier transactions.
4. Select the specific transactions, then the Batch actions ▼ dropdown to:
   • Print transactions
   • Categorise selected
   • Reverse bill payments
   • Void transactions
   • Send remittance
5. Select the Export icon to export the supplier transactions to an Excel spreadsheet.

Check the Suppliers money bar

The coloured bar in the Suppliers window is called the Suppliers money bar. It gives you a visual overview of your supplier interactions. It shows the number and total amount of the following:

• Purchase orders you have open with suppliers
• Bills from suppliers and how many are overdue
• Bills you've paid in the last 30 days