Need a Report for Specific Vendor with Multiple Expense Accounts

Hi there, @rebeccarac3.

In QuickBooks Desktop (QBDT), we have the Transaction Detail report that you can run and customize based on your needs. You can set the Filter for Account into Multiple All Accounts. Then, make use of the columns by checking the Account, Account Type, and Split under Column selection to see where you can locate the split amounts.

To do this, here's how:

1. Go to the Reports menu at the top.
2. Select Custom Reports.
3. Click Transaction Detail.
4. Click the Customize Report button.
5. Go to the Display tab.
6. From the COLUMNS field, type in and select Split, Account, and Account Type.  
7. Go to the Filters tab.
8. Type in and select Account under the FILTER field, and choose the preferred account from the Account drop-down menu
9. Type in and select Vendor under the FILTER field, and choose the preferred vendor from the Vendor drop-down menu
10. Click OK.

For more details about personalizing reports in QBDT, see this article: Customize reports in QuickBooks Desktop. Then, you can utilize the Memorize button to save the customization of the report. By doing so, you won’t have to go to the customization process again in case you need the same information in the future.

Don’t hesitate to respond on this thread if you have additional questions or concerns about reports. I'm always around to assist you. Have a good day!

I have tried these steps numerous times, and the report still will not isolate the preferred vendor.

It is pulling several different vendor, despite having filter to ONE preferred vendor.

Getting frustrated, because it seems like a pretty simple report, and not sure why I can't get it to work.

Thanks for getting back to us, @rebeccarac3.

I appreciate you following the steps shared by my colleague above. Allow me to chime and share additional details for the report you're trying to pull up in QuickBooks Desktop (QBDT).

Instead of selecting Preferred Vendor in the Choose Filter section, choose Name. Then, pick the specific vendor's name in the drop-down next to it. This way, other names such as customers won't show.

Before doing so, ensure to select All vendors in the Preferred Vendor first. Here's a sample screenshot from my QBDT test file.

You can always check out the articles given by my colleague above that tackle customizing and saving reports in QBDT, or visit our website for other tips and resources you can use for future reference. Here's the link: Self-help articles.

If you need more help with reports or something else in QuickBooks, just let me know in the comment section below. I'll be happy to help. Have a good one.

YES!  This finally worked.  Only thing I am still not able to do is populate multiple expense accounts for ONE vendor.

I was able to get the Vendor + Expense account using your directions above.  But when I tried adding multiple accounts, it failed.

For example, I have a particular vendor who provides services, as well as materials (Each of which has its own expense account set up). I am trying to print a report for ONE vendor, including 2 separate expense accounts.  Is that possible, or will I just have to print one report per account?

Thank you.