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rnhinc1-sbcgloba
Level 1

Can I get an unpaid bills report that will also show vendor credits that are available to use, but only show bills that are due within the month (not future dated bills)?

I am able to print an unpaid bills report but the owner doesn't want future due items to show but does want to know what credits are available to apply and for some reason I can't find a report that will accomplish both requests.
3 Comments 3
Giovann_G
Moderator

Can I get an unpaid bills report that will also show vendor credits that are available to use, but only show bills that are due within the month (not future dated bills)?

Hello there, rnhinc1-sbcgloba.

 

I'll ensure that you can run unpaid bill reports showing vendor credit within the specific month.

 

In QuickBooks Online(QBO), you'll have the option to customize your report base on the information you need. I'll show you how.

 

  1. Go to the Report menu.
  2. Find the Transaction List by Vendor report.
  3. Click Customize.
  4. Select Custom in the report period section, then your desire date you wish to show on the report.
  5. In the Filter section, checkmark the Bill and Vendor Credit under the Transaction Type.
  6. Choose Unpaid in the A/P Paid.
  7. Once done, hit Run report.

 

That should be it. You can review this resource for more info on customizing reports in QBO: Customize reports in QuickBooks Online.

 

In addition, feel comfortable reading this handy material for more info: Enter bills and record bill payments in QuickBooks Online.

 

Post your questions here if you have further questions about customizing reports. I'll get back to you with some guides and details. 

krysbooks
Level 1

Can I get an unpaid bills report that will also show vendor credits that are available to use, but only show bills that are due within the month (not future dated bills)?

QB Team - how can I add a total of the Amount column to this custom report?  Thank you. 

JamaicaA
QuickBooks Team

Can I get an unpaid bills report that will also show vendor credits that are available to use, but only show bills that are due within the month (not future dated bills)?

We’re unable to add a total of the Amount column to a custom report, @krysbooks. Rest assured that I’ll take note of this idea and provide a workaround.

 

We recognize that each company has unique needs. I can see how having the option to have the column total at the bottom of the report would benefit your business. As a workaround, you can export your report to Excel and sort it from there.

 

I want you to know that we appreciate your ideas. With this, I’d suggest sending feedback request to our product development team. They will evaluate these and pick some of them to include in future updates. 

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Enter your suggestions, then click Next.

 

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

 

See this article to learn more about personalizing reports: Customize reports in QuickBooks Online. It includes managing and sharing custom reports over email.

 

I’ve added this reference to help you track bills and record the payments: Enter bills and record bill payments in QuickBooks Online.

 

Don’t hold back to drop a comment below if you have any other questions or concerns about customizing a custom report. I’m always be here to help. Take care.

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