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kmkeene56
Level 1

At the end of the year, I am reimbursing myself for several different expenses in a check from my business. I split the check but am not seeing them in my vendor report.

Why isn't a check I wrote for expenses showing up in my expenses by vendor list?

2 Comments 2
FishingForAnswers
Level 10

At the end of the year, I am reimbursing myself for several different expenses in a check from my business. I split the check but am not seeing them in my vendor report.

@kmkeene56  Depends on what name you assigned the check to.

 

For instance, if you assigned your own name to it, it's possible that said name is classed as Other Name rather than Vendor.

CarlSJ
Moderator

At the end of the year, I am reimbursing myself for several different expenses in a check from my business. I split the check but am not seeing them in my vendor report.

Greetings, @kmkeene56. I can figure out why you can't see your check when you pull up the vendor report in QuickBooks Online (QBO). Let's collaborate so you can track your transactions accurately.

 

Before anything else, let's ensure you've set up yourself as a vendor in QuickBooks correctly and assigned it to yourself as this depends on what name you assigned the check to, just like what FishingForAnswers mentioned.

 

Once you have confirmed that you're properly set up as a vendor within the system,  let's generate the Transaction List by Vendor report to display transaction details accurately.

 

To begin with, here's how to generate the report through the modern view:

 

  1. Go to the Reports tab.
  2. Search for the Transaction List by Vendor report.
  3. Choose the correct Report period.
  4. Click on the Columns option
  5. Put a checkmark on the important details you want to view for the report.


     
  6. Click Refresh report.
  7. You can click on the specific check transactions to view it's details.
     

Here's how you can do it through the classic view:

 

  1. Select the appropriate Report period.
  2. In the classic view of the report, click on Customize.
  3. In the Rows/Columns section, click on Change columns.
  4. Select the details you would like to see in your report by placing a checkmark next to them. You can also include the Split box.


     
  5. Click Run report.
  6. You can click on the specific check transactions to view it's details.

 

In addition, I'll attach this helpful resource that helps you know what reports are available in the New Enhanced Experience and Classic view: List of QBO reports available in the Modern view.

 

Furthermore, you can memorize your reports in QuickBooks if you prefer the same report customization for future use: Create, access, and modify memorized reports.

 

Did you know that we provide personalized assistance and expert guidance to help you comprehend your reports? Explore QuickBooks Live Expert Assisted to connect with professionals who can provide you with the support you need to effectively navigate specific reports.

 

We prioritize assisting you with any confusion you may encounter while navigating QuickBooks, be it with reports or any other features. If there's anything specific we can help with, please let us know below. We're eager to provide the support you need.

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