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Level 1

I need to see the balance brought down from another period when I run the supplier balance detail report. Please may you assist?

I need to see the balance brought down from another period when I run the supplier balance detail report. Please may you assist?

3 Comments
Moderator

I need to see the balance brought down from another period when I run the supplier balance detail report. Please may you assist?

I might have an idea on how to do this, DBD1.

 

When pulling up the Supplier Balance Detail report, we can customize the Report period and the Aging method. With this customization, the report will display the balances from a specific period. Here's how:

  1. Open the Supplier Balance Detail report.
  2. Change the Report period to Custom and enter the date.
  3. Select Report date for the Aging method.
  4. Click Run report.

You can also use this link when customizing reports: Customize reports in QuickBooks Online.

 

You might also want to try the Expenses by Supplier Summary report. You can filter out out the transaction types and set the date range.

 

We'll be right here if you have additional queries in customizing the report or getting your supplier data. Have a great day!

Level 1

I need to see the balance brought down from another period when I run the supplier balance detail report. Please may you assist?

Thank you for the response. I would like to see the closing balance in 2019 which is the opening in 2020 as well as the running 2020 balance. Currently the 2019 opening balance is not reflecting.....

QuickBooks Team

I need to see the balance brought down from another period when I run the supplier balance detail report. Please may you assist?

Hi DBD1!

 

We're unable to add a column to the Supplier/Vendor Balance Detail report. What I can suggest is to set the date of the said report to as of 12/31/2019 to see the supplier ending balance of 2019. If you need the supplier opening balance of 2019, run the report and set it to as of 12/31/2018

 

Then, you can export the reports for 2018 and 2019 to the Excel file and merge them from there to create one report. Simply click the Export button next to Print and select Export to Excel.

 

Keep on posting here if you need more help. We'll respond as soon as we can.

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