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Thanks for coming back, @Shipscat.
Yes, you’re correct. The Transaction List by Vendor report displayed the amounts of the bills. However, having the subtotal is unavailable at the moment. You may consider exporting them to Excel, then manually enter the details on it.
Having this option is great for future enhancements. Not to worry, I’ll take note of this personally. In case you need a reference to create personalized reports, you can check this article here about customizing reports in QuickBooks Online. It has complete instructions on how to manage and automate custom reports.
The Community is always here whenever you need help. Just let us know, and we’ll get back a soon as possible. Take care.
I know what is happening here, Shipscat.
You mentioned that there is an available credit that we can apply to the bill. With that said, the credit is about to be linked to the bill when you go to the Pay Bills window.
The TOTAL AMOUNT column will show as zero if the credit amount is the same or greater than the bill's amount. Here's how to apply the credit to the bill:
You can also use this link for reference: Enter a credit from a vendor.
If you're referring to something else, additional details about the bills and credits would be much appreciated.
So the bills report only shows "Total amount" which is against available credit as opposed to the amount the bill was raised for. Is there any way to have a report that shows the amounts the bills were raised for?
I have Transaction List by Supplier which shows what I need but the report does not show subtotals, I have to export to Excel and run a pivot table.
Thanks for coming back, @Shipscat.
Yes, you’re correct. The Transaction List by Vendor report displayed the amounts of the bills. However, having the subtotal is unavailable at the moment. You may consider exporting them to Excel, then manually enter the details on it.
Having this option is great for future enhancements. Not to worry, I’ll take note of this personally. In case you need a reference to create personalized reports, you can check this article here about customizing reports in QuickBooks Online. It has complete instructions on how to manage and automate custom reports.
The Community is always here whenever you need help. Just let us know, and we’ll get back a soon as possible. Take care.
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