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Level 1

Vendor Reports in Desktop

When in the Vendor Information and I click on Run Reports tab at the bottom the report that is generated always comes up sorted by Amount instead of the Default.  I know I can change it but the Default is what I mainly use.  Is there anyway to get that back to the Default setting without changing it everytime?

4 Comments 4
QuickBooks Team

Vendor Reports in Desktop

Let me provide some insights about running vendor reports in QuickBooks Desktop, @ConnieDipson.


I understand how it is important to sort the report by Default not by Amount. But, you'll need to manually select the Default option when viewing the this on the Vendor Information page. 


If you wish to sort this by default, we can go the Reports menu and run the Transaction List by Vendor report. Let me show you how:


  1. Go to the Reports menu.
  2. Select the Vendors & Payables tab and choose the Transaction List by Vendor report.
  3. If you want to show the transactions of a specific vendor, let's click the Customize Report button.
  4. Choose the date and then click the Filters tab.
  5. In the Search Filters, enter and select Name.
  6. Under the Name dropdown menu, choose the specific customer.
  7. Once done, click OK.



    To learn more about how to manage reports in QuickBooks Desktop, please review this article: Understand reports.


That should do it. If you have further concerns with reports, don't hesitate to click the Reply button. Have a pleasant day.

QuickBooks Team

Vendor Reports in Desktop

Hi, @ConnieDipson.


Hope you’re doing great. I wanted to see how everything is going about the vendor reports concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

Level 1

Vendor Reports in Desktop

In this report I wanted to know if it could total up all the payments to each vendor


Vendor Reports in Desktop

Hello, Krissy. 


I'll barge in and give more details about the report and help you total your vendor payments. 


The Transaction List by Vendor report only lists the transactions under specific vendors. It doesn't show the total line. 


What you'll want to do is create a custom detailed report for your vendors. Here's how to do it: 


  1. Go to Reports, then hover on Custom Reports
  2. Select Transaction Detail
  3. Set your Report Date Range and Report Basis
  4. Add or remove the columns under COLUMNS if needed.
  5. Make sure to select Vendor under Total By 
  6. Go to the Filters tab. Search for Name under Choose Filter.
  7. Under the Name drop-down menu, select All vendors.
  8. On the Choose Filter section again, look for Transaction Type
  9. Find and select Bill Payment
  10. Set other filters if needed. Once done, click OK.


As seen in this screenshot, this will show the Total line at the end of each vendor's last transaction: 




You can memorize this report if you want to see the same data in the future again. 


Need more help getting the report you need for your vendors, customers and other financial data? This report will help you familiarize how to use the Reports feature effectively: Understand reports.


Ready to reconcile your vendor payments after seeing the data? Check out this article if you need a guide: Reconcile an account in QuickBooks Desktop.


Do you need help configuring or setting up other reports? Do you also need assistance on recording transactions or managing your lists? Please let me know and I'll work with you again. 

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