sales report by vendor

Thanks for reaching out to us, Terroir123!

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 the Transaction List by Vendor. This shows all transactions grouped by vendor. We can simply customize it to get the specific data you need. Follow these steps:

1. Go to the Reports menu. Search and select the Transaction List by Vendor report.
2. Click the Customize button. Utilize the filters in the Rows/Columns and Filter section.
3. Once done, tap Run report.

If you're referring to specific transactions, select the Transaction Type from the Filter section and select the transactions you need. 

Also, I'd like you to check this article: Common custom reports in QuickBooks Online. This will show you the steps in running a report based on your specific needs.

Furthermore, this link will list all the reports available in QuickBooks Online: Reports included in your QuickBooks Online subscription. Use this if you need other financial reports.

Do you have other concerns aside from this? Keep on posting here and we'll reply as soon as we can.

that does not show sales by vendor. We want to see the following below

Vendor                     Total sales Year to Date - Revenue

Thank you for looping back and providing extra details, @Terroir123. I can share some information about the report you need in QuickBooks.

You can only create a Sales Transaction by Vendor report if you have a customer's profile. To obtain the report, I'd suggest pulling up two Profit and Loss reports and customize them to All Income and Expense Accounts. Then, export them to an excel file.

1. Click Reports in the left menu and then select Profit and Loss in the Business overview section.
2. In the open Profit and Loss report, select Customize.
3. Select the Filter button.
4. Click the box beside Distribution Account and choose All Income Accounts in the drop-down.
5. Customize other details to include in the report.
6. Hit Run report.
7. Click the drop-down arrow next to the Export icon to export your report to an Excel spreadsheet.

Then, pull up the Profit and Loss report again and filter it to All Expense Account. You can follow the steps provided above and in step 4, change the Distribution account to All Expense Account and make sure to change or check the Report period. Once done, you can now compare the two reports and review the transactions associated with sales.

Also, you might want to let our product engineers know this is something you need. Please send your feedback straight to them by clicking the Gear icon and selecting Feedback. This goes directly to our product development team to help improve your QuickBooks Online experience.

I'll add these videos and articles as your references in customizing reports:

• How to Customize Reports: Basics, Sorting & Date Ranges
• Memorize reports in QuickBooks Online

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

If there's anything else that I can help you with, please don't hesitate to tag me in your comments below. Stay safe and healthy.

Do you have something more straightforward? 

If you are a retailer or wholesaler it is important to track your net sales and gross profit for each of the brands (vendor) you carry. This is pretty basic. 

I was able to generate such reports in the past but it looks like it is no longer available. 

If it was not, are you guys working on making a simple report easy to access? 

Hi there, @Puttot Singapore PTE LTD.

At this time, you can stick to the workaround provided by my colleague Joesem M to get the information you need. I understand the importance of generating the details directly in a single report. I'll also take note of the feature needed and notify our developers about this matter. Rest assured our engineers are working nonstop to enhance the product and deliver the best experiences for all QuickBooks users.

You may visit our blog site to stay current with the latest QuickBooks news and updates. Here's the link: The QuickBooks Blog.

I'm also adding this link for more tips about running your reports in QBO: Run reports in QuickBooks Online.

Please let me know if you have any other questions about getting the sales by vendor information in QuickBooks. I'm more than happy to help. Keep safe!

Any update on this. So surprising this cant be done with a button! 

Hi there, vandapapriwal.

Thank you for coming back to the QuickBooks Community. I can see how essential to pull up a specific report based on what your business needs. With this, I'll be sharing additional details regarding the availability of the report in QuickBooks Online. 

Customer data is normally included in a sales report, whereas a vendor report gives you a detailed or summary picture of your financial activities with a vendor. That said, running the Sales by vendor report still isn't possible.

We’re also unable to provide you with a specific time frame as to when the said report will roll out. Rest assured, our engineering team is aware of this request and is working on implementing this in the future. For now, you can follow the information and steps shared by my colleague Joesem M about pulling up two Profit and Loss reports and customize them to All Income and Expense Accounts. Then, export them to an excel file as a workaround.

Additionally, please refer to this article to view steps on how you can memorize a report that allows you to save it with its current customization settings: Memorize reports in QuickBooks Online.

I'm just a few clicks away if you have questions about available reports that you can run in QuickBooks and how it works. You can always tag me in your comments.

any update on Qbooks Desktop on how to run a Sales by vendor report?  I have the items broke out by preferred vendor but it still pulls in all of the items.  Little crazy you can not pull a report like this from reading the comments

Thanks for joining this thread, Kbrown1005.
 

I can certainly understand how a sales by vendor report could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
3. Enter any suggestions/feedback in the Here is my suggestion: field.
   
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
 

I've also included a detailed resource about working with vendor reports which may come in handy moving forward: Understand reports
 

If there's any additional questions, I'm just a post away. Have an awesome day!

Any update on when this report will be available? Is there a simple workaround?

We have submitted a request for a sales by vendor report every so often for years now. 

Is this for QB online? My QB Desktop screens do not look like this and do not have these options.

Yes. The initial screenshots are for QuickBooks Online, damandoli,

I appreciate you for sending feedback about the sales by vendor report. I'm unable to provide a timeframe for when it will be available.

As a workaround, you can run the Transaction List by Vendor report. I've got the steps on how to achieve it on your QuickBooks Desktop file.

Here's how:

1. Click the Reports menu.
2. Under Vendors & Payables, select Transaction List by Vendor.
3. Click the Customize Report button to remove or add data.
4. Hit OK.

Feel free to pin these references as your guide in customizing vendor reports:

• Customize vendor reports
• Modify reports in QuickBooks Desktop

You can always post in the forum whenever you have concerns. I've got your back.

The Transaction list by vendor report lists only Vendor bills/purchases. It does not list sales. What changes do I need to make to the report to list sales?

I'll share additional information about running reports, damandoli.

A sales report is sales information related to customers, items, sales reps, pending sales, and sales orders. That is true. The Transaction List by Vendor report displays all transactions entered for each vendor. These include vendor bills/purchases. 

I understand how important it is for you to run the Sales report by Vendor. However, this isn't possible in QuickBooks Desktop. If you've assigned an item to a preferred vendor and want to know all the products sold for a given date range. you can run and customize the Inventory Valuation Detail report. This will give you the exact quantity of items sold per transaction.

Here's how:

1. Go to the Reports menu.
2. Select Inventory.
3. Choose Inventory Valuation Detail.
4. Set the date from the Dates field and the system will automatically refresh.
5. Click Customize report button.
6. Add the Item and Pref Vendor columns in the Display tab.
7. Go to the Filters tab, then select Preferred Vendor.
8. Once done, hit OK.

You can also export your report to Excel to remove unnecessary data.

Additionally, you can memorize your report to save the current customization setting for future use.

You're welcome to post again if you have further questions about reports. We're available to help you at any time.

It’s a joke that this is so complex. We pay to upgrade every two years or so and they know this is a report that is EXTREMELY useful to a small business yet they drown you with workarounds.. how about listening to users and making these changes happen. 

Hi there, @Bjvana.

I understand how much time you could save if this kind of report is implemented.  As we value your suggestions, I recommend sending your feedback to our Product Development Team. Thus, they can review and determine what features to add for future product enhancements. 

To send feedback in QuickBooks Desktop (QBDT), Here's how:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Choose a feedback type and product area on the QuickBooks Feedback window.
5. Enter your suggestion or feedback, name, and email address (optional).
6. Once done, click on the Send Feedback button.

Our developers periodically update and release new features. They might change how this works in the future. To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

Please know that I'm only a post away should you have any questions. Have a great day.