I was able to run an items sold by vendor report in Desktop but not in QBO. I have tried customizing various vendor reports but still cannot get the information I need.
I'll share some ideas on how you can pull up a report to see the items sold by vendor.
In QuickBooks Online, you can use the Transaction Detail By Account report to compare the items sold by vendor. Here are the steps and details:
This lists all bills and sales data, so you can see the items sold by vendor. Compare the data between your grouped vendors and the customers under the Not Specified group.
However if you've enabled the Track expenses by customer feature (or the Billable feature), this will be easier using the vendor reports. Use the Purchases by Vendor Detail report and customize it to include the Customer column:
The Customer column will give you an idea on items sold but the entire report won't show the invoice or any sales transaction. You'll want to pull up another report (for sales), export it to Excel and compare it with the Purchases by Vendor Detail report.
Also just to give an overview on how the data is reflected on reports, QuickBooks uses the sources and targets to generate information.
A vendor-related report may show only the transactions under your vendors. Also, an account-related report may show all transactions from your customer and vendors.
However, there are fields or information that may not show up as your filter or customization options. For example, if you've enabled the Preferred vendor option for your items, it may not show up on transactions report but will show up on the Products/Service List report.
If you need to familiarize yourself more with the Reports feature in QuickBooks Online, you can check this article: Run reports in QuickBooks Online.
Are you ready to reconcile your books to close the current period? Check out this guide for more details: Reconcile an account in QuickBooks Online.
I'm ready to work with you again if you have more questions regarding the reports. Do you have any other concerns about your transactions, lists and other things in QuickBooks? Let me know the details below and I'll get back to you as soon as possible.
Thank you for the information. Unfortunately, neither of these gives me the information I need, as I was able to get in the Desktop version. Unless, I missed a step in your detailed instructions.
For example, I have a vendor, XY, from this vendor I purchased XYZ1, XYZ2 and XYZ3, I am looking for a report that shows me how much of the different XYZ items I then sold to my customers.
In the desktop version, I was able to see all of the sales transactions for one spefic item or a group of items and I could adjust the date accordingly and run a comparison to the previous year.
Hi there, SageAdvice.
The information you need to show on the report is currently unavailable. As an alternative, you can pull up the Transaction Detail By Account as suggested by my colleague @jamespaul.
I can see how this feature would be useful since it provides various tasks that need to be done. Please know that you can always submit a feature request to our product developers. Sharing features and options that you would like implemented is how our engineers look for new product updates.
To send feedback, follow the below steps:
You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.
In the meantime, let me share some resources that you can browse and use as a reference in managing and navigating around your QuickBooks account.
Feel free to reach out to me if you need anything else. I'll be here to help. Have a good one!
Thanks for reaching out to us, damandoli!
QuickBooks Online has multiple reports you can use. I'm here to assist you.
A sales report usually is for customer or client data. One report I can suggest is a Vendor Balance Detail report, this report shows you all the transactions related to each vendor as well as the company's unpaid balances.
Here's how to do it:
To sort the outstanding amount from smallest to largest, you may consider exporting the report to Excel. Then, modify the format.
I’ve attached a reference in case you want to keep the same report settings for future use: Create, access and modify memorized reports. It helps you access the information quickly to save time.
Fill me in if you have more questions regarding vendor report. I'd be glad to help you always. Have a great day!
Ah man, it's been over five years since I used desktop but I think I would have to start in reports, then I think, accountant reports, transaction, then I would customize using the filter option to pick the specific vendor I wanted to run, the dates and the type of transaction; ie, bill, credit, debit, payment, sale.
It was all about using the customization and the filters and playing around with it but make sure to save the report so you can get back to it and adjust it.
There was also, if I am remembering correctly, a transactions by vendor report but again I would have to play around with the filters and customization to get what I wanted.
Sorry I am not more helpful.
No problem, thanks for the reply.
I can find a very long Excel workaround but that is about it. QB doesn't allow the purchase side and the sales side to talk to each other apparently.