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AlarmCompany
Level 3

Custom Reports

How do I run a report by vendor based on what's in the memo section of the bill?  Example; we have a supplier that we purchase most of our equipment from and in the memo section I enter the customer's name. I need to run a report for a specific customer's bills under that supplier. 

2 Comments 2
Rose-A
Moderator

Custom Reports

Good day, AlarmCompany. I'd be happy to help walk you through how you can run a report that shows all the information you need.

 

You can pull up and run the Transaction List by Vendor to show all the bills with the customer's name on the memo field. Here's how:

 

  1. Click Reports in the left panel and search for the Transaction List by Vendor.
  2. Filter the report date.
  3. Export to Excel and filter the customer's bill under that supplier.

 

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use. 

 

If anything may arise while working with QuickBooks payroll, please let me know. I'll zip right back to help you out.

Rose-A
Moderator

Custom Reports

Hi, AlarmCompany.

 

Hope you're doing great. I wanted to see how everything is going about the customize vendor report. 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 anytime.

 

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

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