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You can run two reports to show the bills, vendor credit, and payment types for a specific customer, @Termite14. I'll explain it one by one.
Since no customer report can show all the details you want in QuickBooks Online, these are the reports you could utilize to get it:
- Transaction List by Customer report
- Bills and Applied Payments report
The Transaction List by Customer report will show all customer-related transactions. Since a bill and vendor credit are vendor-specific transactions, they won't show in the report. However, if these are billable to your customers, they will show as a Billable Expense Charge instead. Once this billable transaction is linked to an invoice, it'll be removed from the report. Thus, filtering and customizing it is a must to show the desired information. I'll show you how it's done:
- Go to the Reports menu, then search the report in the Find report by name field.
- Click the Switch to Classic View button and set the reporting date.
- Tap the Customize button, filter it by Customer, then select the customer's name in the dropdown menu.
- Choose Transaction type, then pick the transaction types you want to show in the report.
- Tick Run report.
- Go to the small Gear icon, then check the Payment Method in the Show More hyperlink.
On the other hand, the Bill and Applied Payments report shows all the bills, vendor credit, and other vendor-related transactions. You may also click the small Gear icon to show the Payment Method column.
If you'd like to learn more about modifying your reports to fit your reporting needs, check out this article for guidance: Customize reports in QuickBooks Online.
In addition to that, QuickBooks offers report-specific features to help you manage your reports:
After performing the steps above, you're able to generate reports that show the bills, vendor credit, and payment methods. If there's anything else I can help you with, feel free to stay in touch with me by adding a comment below. Take care and have a wonderful day!
