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Level 1

Paid this fiscal year - Vendor contact info list

I am trying to generate a list of vendors that we have paid in this fiscal year up to date. I need vendor's name and address and any available contact information we have on QB. However, it looks like to me QB can only come up with a list of vendors we paid in the past 30 days. I might miss some tricks, but hope you and your team can find a way to provide the list to me ASAP. Thank you!

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QuickBooks Team

Paid this fiscal year - Vendor contact info list

Hi there, @BrionesInternational_Bookkeeper.

 

You can consider running two different reports to show paid transactions as the fiscal year up to date and the vendor's name, address, and contact information. Let me guide you through the steps.

 

First off, let's run and customize the Transaction List by Vendor report to get the paid transactions. Here's how:

 

  1. Click Reports from the left menu.
  2. Search for Transaction List by Vendor from the field.
  3. In the report, click the Customize button.
  4. In the Report period drop-down, select This Fiscal Year-to-date.
  5. Go to the Filter section, then choose Paid from the A/P Paid drop-down.
  6. Click Run report.

Once done, you'll get the vendor's transactions that are paid. Also, you can take a screenshot of the report and compare it with the Vendor Contact List report to check the address and contact information of each vendor. Here's how to run the Vendor Contact List report:

 

  1. Click Reports from the left menu.
  2. Search for Vendor Contact List from the field.
  3. Then, find which vendor has transactions from the report.

I'm adding this article for more information: Run reports in QuickBooks Online.

 

You might also want to check out this article to learn more about customizing reports in QuickBooks Online: Customize reports in QuickBooks Online.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Highlighted
Level 1

Paid this fiscal year - Vendor contact info list

Hi Mark R, 

 

Thank you for your prompt answer! This looks great. 

I was, however, wondering if there was one report that could answer my question directly. 

Just want to clarify from your answer:

Would you say then, that there is not one report that can do it? And thus, need to reconcile two reports, instead?

 

Thank you! 

Highlighted
Moderator

Paid this fiscal year - Vendor contact info list

I have another report that you can run in QuickBooks Online (QBO), BrionesInternational_Bookkeeper.

 

You might want to pull up the Vendor Balance Detail report and filter it to your desired information. From there, it will show you all transactions paid this year and the vendors' contact details.
 

  1. Go to Reports.
  2. Type in Vendor Balance Detail in the search field and click on it to open.
  3. Click on the Customize button and select This Fiscal Year-to-date under Report period.
  4. Go to Rows/Columns and click on the Change columns link.
  5. Mark to select Phone NumbersAddress, and Email.
  6. Go to Filter and choose (Select all) from the Vendor drop-down arrow.
  7. Select Paid from the A/P Paid drop-down arrow and click on Run report.
  8. Click on Sort within the report and select Vendor from the Sort by drop-down arrow.

Though, you can always run the Transaction List by Date report. This shows all the money paid to a vendor for the year.

 

I'm also linking a video tutorial for a visual guide in customizing a report in QBO. 

 

Please let us know if you have further questions. We're always around to help. Have a great day!

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