Quickbooks desktop, vendor transaction list with totals

I've got you covered, @rltidd27.

The Purchases by Vendor Detail is the best report you can run to view your vendor transactions with total. Let me guide you through the process.

1. Open your QuickBooks Desktop company file.
2. Go to the Reports menu, then select Purchases and choose Purchases by Vendor Detail.
3. In the Dates drop-down, select This Fiscal Year.
4. Then, click Refresh. 

From there, you'll be able to see the total amount by vendor, and their balance as well. I'm adding this article to learn how to customize vendor reports in QuickBooks Desktop: Customize vendor reports.

You might also want to memorize reports in QuickBooks Desktop. This way, you do not have to go through the customization process again.

Should you need any assistance running reports in QuickBooks Desktop, I'm available here to help any time!

Thanks for the response!

However, when I look at my transaction list by vendor, I have bills that do not show in the purchases by vendor.
I had one transaction that was $3100, and in the purchases by vendor detail, that vendor shows a total for the year of only $311.

Let me share some info about these reports, @rltidd27.

The Transaction List by Vendor report displays all transactions entered for each vendor. The Purchases by Vendor Detail report only shows the total amount for all of your vendors' purchases. These are transactions that involve inventory items. Hence, rather than the Items tab, any entries entered in the Expenses tab won't show.

You can verify this by running the Transaction List by Vendor report and opening the bill of $3,100.

Here's how:

1. Go to the Reports menu.
2. Choose Vendors & Payables and select Transaction List by Vendor.
3. In the Dates drop-down, select This Fiscal Year.
4. Double-click the bill to view its detail.

You can also export your reports so they can be saved, stored, and transferred digitally if needed.

Please let me know if I can be of any further help with understanding reports. I look forward to being able to help you again in the future.

I gather then, there is no way to get a list that shows total spent with a vendor for the year.  We do not do inventory, everything is cogs.  Was an easy thing to do with my old system.  I guess we went backwords when deciding to go with Quickbooks.

I found a way to get the raw data using account quick report.  Using the COGS account I can get the info and sort by vendor, however there is no way to provide a by vendor total.

Seems like a simple report that should be available, but I am guessing it is not.

I would also be disappointed when I didn't meet the experience that I want to achieve, @rltidd27.

You're correct about pulling up the COGS account quick report to get the information and sort it by the vendor.

However, the ability to show the vendor's total on a COGS account quick report is unavailable for now. To consider and view this functionality in future updates, I suggest submitting feedback to our Product Engineers. This way, they'll know that you're looking for this kind of experience while running vendor reports.

Here's how to submit feedback:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click the Product Suggestion from the dropdown menu.
4. Fill out the on-screen instructions in the QuickBooks Feedback window.
5. After that, click Send Feedback.

I also invite you to visit the Firm of the Future site. It contains resources and tips to help easily use QuickBooks Desktop.

Also, you may consider checking the articles below for additional guides about handling reports in QuickBooks Desktop:

• Customize reports in QuickBooks Desktop. 
• Memorize a report.

I'm always here to give help and answer if you have questions about running customized reports. Have a great rest of the day!

found this:  https://quickbooks.intuit.com/learn-support/en-ca/reports-accounting/how-to-get-a-report-that-shows-...

Have you taken a look at the Expenses by Vendor Summary or Expenses by Vendor Detail reports? If not, I'd start there. Each of these show the company's total expenses with the vendors and the detail report gives you a more in-depth look at where those totals are coming from. You can run either of these reports for the time period you need and export or print them for your comparison.

This method worked for me...I was looking for what I spent for the year with a particular vendor.  With a total.  This did it.  I found this report ... Reports >Company and Financial >Expenses by vendor Detail.  I am using Quickbooks desktop 2018

I have quickbooks desktop pro plus 2022. I do not enter bills for vendors like Amazon, but I cannot find a report with the total spent? 

Good day, @sharim.

I appreciate you clarifying the desktop version you're using. With this, I'd like to know more about the report you'd like to generate so I can help you find it.

Know that any additional information is appreciated. I'll be on the lookout for your response. Take care.

Looking for total amount spent with Amazon for a client. since I don't enter bills, only the payment, I can't seem to find a report with the total spent for any period.The only report I found is transaction list by vendor, but I can't find a filter or customization to see total spent. I know how to do basic reports by category. Thanks so much for your help. I truly appreciate this community.

I value the details you added, Sharim.

I can see that tracking payments from Amazon is quite challenging. To provide an accurate resolution, I need more information.

Can you clarify if the report is for a client or a vendor? Have you connected Amazon as a third-party app? Do your Amazon entries sync to the Bank Feeds Center in QuickBooks? Did you enter the payment manually or are they imported?

Please visit here again in the Community as I wait for you to come back. I want to ensure that you get the most out of the software .

Can you clarify if the report is for a client or a vendor? 

  I have Amazon as a vendor.

Have you connected Amazon as a third-party app?

   no

Do your Amazon entries sync to the Bank Feeds Center in QuickBooks?

  no

Did you enter the payment manually or are they imported?

  manually. 

I just want to know how to pull any report for vendor or other name with a total spend for a period. QB doesn't make this easy...

Appreciate you for returning to this thread and answering all the clarifying questions above, sharimcknew. I got your point on how helpful generate the total expenses easily.

Currently, a specific option to default the report showing vendors with a total spend for a period isn't an option. Having this option would be great. No worries, you can run the Transaction Detail report. It displays specific transactions, and you can use the Debit and credit column to review the total expense.

1. Go to the Reports menu.
2. Select Custom report and choose Transaction Detail report.
3. Click Customize button.
4. In the Filters tab, search for Preferred Vendor. Choose specific name of the vendor.
5. Search for Transaction type. Select Bill Payment, Check and other type of transaction you want to generate.
6. Hit OK to reflect the changes.
   

Additionally, you have the option to modify the time period covered by selecting a different date range from the Dates drop-down menu.

We can review these articles anytime to learn more about personalizing QuickBooks reports:

• Customize reports in QuickBooks Desktop.
• Set report preferences.

I'm here anytime if you need further assistance finding or generating data of the recorded transactions and any information within your company file. Bye for now and take care.

My report still pulls up all vendors that were paid.  This is not working for some reason. Desk top Pro 2023

I chose Name in the filter box and that got rid of the rest.  One more step.  Thanks.

Thank you MissMary, however I still don't have totals. it's Amazon so i don't enter a bill and this customer of mine purchases from Amazon several times a day. 

Export that report to excel where you can get a total.  Pretty poor for an accounting program.

OH MY GOSH! You are brilliant!

And also, yes, why would QB not have that feature? ugh. Thank You! have a wonderful week!

You have a wonderful week and weekend.  LOL  There are a lot of things lacking in QB and it seems like the programmers are either not interested in fixing them or not capable of fixing them.  Either way, QB needs to start taking an interest in their customers issues.

Intuit USED to be very interested! Way back in the 1990's, I used to send them suggestions, and they would actually implement them in their next upgrade. That's when you could use the desktop version for more than a year or two without having to pay for another upgrade. For the price now, they should be much more intuitive. Wonder if they read these comments??? 

Well after extensive searching for an answer, I finally solved the issue for my use case. To run a Vendor Transaction List with totals, go to Reports -- Company & Financials -- Expenses by Vendor Summary or Vendor Detail. I found that no custom filtering was required.

This not helpful, the instruction:

" Go to the Reports menu, then select Purchases and choose Purchases by Vendor Detail."

is incorrect. On QBDT Pro 2024, this "purchases" option is not available on the drop down list.