Reports

hiline1 · ‎February 04, 2020

How do I create an itemized transaction report by customer?

I'm not looking for billing and payments recieved. I'm tryiing to find ALL purchases for materials on a particular job.

Thank YOu

Catherine_B · ‎February 04, 2020

I'm here to walk you through in creating a report that you need, hiline1.

We can pull up the Job Costs by Vendor and Job Detail to show the list of items in the vendor transaction with the job linked per item.

Let me show you how:

Go to the Reports menu and choose Industry Specific.
Select Job Costs by Vendor and Job Detail.
Click the Customize Report button.
From the Display tab, search and check Item in the Search Columns field.
Click OK.

When you create a Check or Bill with different items associated to different jobs, the item will be filtered under the job. You can refer to the screenshot below.

You can check out these article that will help you in running vendor reports and customizing them. Let me know if you need more help!

View solution in original post

Catherine_B · ‎February 04, 2020

I'm here to walk you through in creating a report that you need, hiline1.

We can pull up the Job Costs by Vendor and Job Detail to show the list of items in the vendor transaction with the job linked per item.

Let me show you how:

Go to the Reports menu and choose Industry Specific.
Select Job Costs by Vendor and Job Detail.
Click the Customize Report button.
From the Display tab, search and check Item in the Search Columns field.
Click OK.

When you create a Check or Bill with different items associated to different jobs, the item will be filtered under the job. You can refer to the screenshot below.

You can check out these article that will help you in running vendor reports and customizing them. Let me know if you need more help!

hiline1 · ‎February 07, 2020

Thank You Catherine_B

Sorry for the slow response. I just got back in town.

With a little extra tweaking, this gives me exactly what I wanted.

KennyG · ‎May 11, 2020

When I go to reports, and enter the criteria, there is no search button???

hiline1 · ‎May 11, 2020

Is there a refresh button?

Not sure what version you're in or what report you're running but that's how I get there

hiline1 · ‎May 11, 2020

Refresh?

Maybelle_S · ‎May 11, 2020

Hello there, @KennyG.

QuickBooks Desktop provides different reports that cater to your business needs. All available reports can be accessed through the QuickBooks Reports menu.

However, the industry-specific is only available in QuickBooks Enterprise and Premier version. If you're using QuickBooks Pro, I can help you run Vendor Balance Detail.

Here's how:

Go to the Reports menu.
Hover over Vendors & Payables, then choose Vendor Balance Detail.
Click Customize Report, then select Filters.
From the Display tab, search Item, First name, and Last name in the Search Columns field.
Put a checkmark beside the Item, First name, and Last name.
From the Filters tab, search Paid Status in the Search Filters field.
Under Paid Status, click the Open radio button.
From the Filters tab, search Detail Level in the Search Filters field.
Under Detail Level, click All except summary radio button.
Once done, click OK.

Also, you can visit this article if you want to customize reports: Customize reports in QuickBooks Desktop.

Please drop a comment below if you're referring to something else. I'm always here to lend you a helping hand.

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