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tamara2
Level 1

How do I run a accounts payable report as of 12/31/2018 for last year

 
3 Comments 3
KhimG
QuickBooks Team

How do I run a accounts payable report as of 12/31/2018 for last year

Hi there, @tamara2.

 

Thanks for reaching out to us. Let me walk you through the steps in running an Accounts Payable report in QuickBooks Online.

 

There are two available Accounts Payable reports in QBO, Detail or Summary. Choose either of the two, then customize the date to get the data you need.

 

Here’s how:
1.    Go to Reports from the left menu.
2.    Enter Accounts Payable on the search box and choose from the suggested reports.
3.    Once the report opens, select Custom on the Report period drop-down.
4.    Then, enter 12/31/2018 on the as of field.
5.    Click Run report.

 

 

 

You can check out this article for additional information: Run Reports.

 

That should get you the information you’re looking for. Please touch base with me here if you have any questions or clarifications. I’ll be here to help you out. Take care and have a great day!

lzweifel
Level 1

How do I run a accounts payable report as of 12/31/2018 for last year

Hi…. I want to see a report that shows Bills and bills paid for a particular customer. 

AlcaeusF
Moderator

How do I run a accounts payable report as of 12/31/2018 for last year

Hello @lzweifel,

 

Thank you for posting here in the Community. I can share a report to help you view bills and bills paid for a specific customer in QuickBooks Online.

 

I recommend you use Purchases by Product/Service Detail to view your bills and the customers linked to the transactions. There's an option to sort the data by transaction type and include the Customer column.

 

Here's how:

 

  1. On the left navigation bar, click Reports.
  2. Scroll down and select Purchases by Product/Service Detail under Expenses and vendors.
  3. Press the Customize option in the upper-right corner.
  4. Choose the date range.
  5. Below Group by, choose Transaction Type.
  6. Under Filter, put a checkmark on the Transaction Type box and select the transaction type you want to show in the report. 
  7. Click Run report.
  8. Press the small cogwheel icon within the report, then add the columns you want to include (add customer column). 
  9. Hit Run report.

 

Also, you can run the Transaction List by Vendor report to view all your vendor bills. However, the ability to include the customers linked to them is unavailable.

 

For additional reference, you can use the following article to personalize a report, like adding extra details to the Header/Footer section, as well as how to save custom reports: Customize reports in QuickBooks Online.

 

Fill me in if you have additional questions about running reports for your expenses in QBO. I'm always here to help. Take care always.

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