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E
efish123
February 15, 2024
Question

Categorize Vendors

  • February 15, 2024
  • 2 replies
  • 10 views

Hello, 

 

I am trying to run a report that shows payments to only some vendors. The majority of our vendors are used to buy inventory from and I want to not include those vendors. I have tried to create reports by bills that do not include the inventory account but I have not been successful. Is there a way to classify vendors? We do not currently use the track CLASS category for anything. Thank you  

2 replies

E
Erika_KQuickBooks Team
QuickBooks Team
February 16, 2024

I appreciate the steps you have taken to address your concerns about generating vendor-specific reports, efish. Let's get this sorted out. 

 

In QuickBooks Online (QBO), we can customize vendor-related reports suitable to our preferences. Let me show you how: 

 

On Modern view: 

 

  1. Pull up any vendor report. 
  2. Choose the Filter icon. 
  3. On the Filter dropdown menu, select Vendor name. 
  4. Choose an Operation on the dropdown list. 
  5. From the Value dropdown menu, select the vendor. 
  6. Hit the + Add Filter green button to create a new filter. 

 

If you're viewing on the Classic view: 

 

  1. Select the Customize button. 
  2. In the filter section, filter the report accordingly. 
  3. Click Run report. 

 

Afterward, we can memorize reports to save their current customization settings for future use. By doing this, you won't have to go through the modification process again.  


You can comment on this post or hit the Reply button if you have more questions about personalizing reports in QBO. Keep safe!  

E
efish123Author
February 21, 2024

Thank you but I do not believe filtering the vendors individually is going to work for me because we have hundreds of vendors. Any other ideas? thanks

Bryan_M
Bryan_MQuickBooks Team
QuickBooks Team
February 21, 2024

Thanks for coming back here, @efish123.

 

Currently, the only way to show the vendors needed in the report is to filter it out. I know how useful it would be for you to exclude the vendors that have used to buy inventory from.

 

As a workaround, you can export the report through Excel. Then, edit it there according to your preference. Here's how:

 

  1. Go to Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then, Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

For more info, you can read this article: Export your reports to Excel from QuickBooks Online.

 

You might want to learn specific ways to customize your reports. Feel free to read this article: Common custom reports in QuickBooks Online.

 

For additional questions about reports, click the reply button below. I'll be willing to help. Keep safe and have a good one.

Rainflurry
Rainflurry
Level 11
February 22, 2024

@efish123 

 

I'm not sure if this will work for you but give it a try:  Run a 'Transaction List by Vendor' report.  Choose the desired date range.  Click 'Group'.  Under the Group pull-down, select 'Account (or Account (Hierarchy)) - Transaction line items: Split account'.  There are several options under the pull-down for 'Account'.  Make sure you choose one that has 'Transaction line items: Split account' in small font under the word Account.  That will pull up all vendor transactions broken out by account so at least you can ignore the inventory purchases.  Kinda clunky I know.   

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