Unpaid bills report

Skeefer · ‎January 22, 2023

I am trying to print an unpaid bills report with the following:

sort by due date - when I ask it to it just reverts to sorting by vendor name

Only show the invoices, not a total for each vendor

How do I do this?

MichelleBh · ‎January 22, 2023

I'll provide a different report to run to achieve your reporting tasks in QuickBooks, @Skeefer.

Instead of the Unpaid Bills report, you should run the Transaction List by Date report. Then, customize the fields accurately so that each vendor's total bills show up correctly.

Here's how:

Go to the Reports tab and type Transaction List by Date in the search bar.
In the Group by field, choose Vendor.
Select the Customize tab and pick the appropriate Report period in the field.
In the Rows/Columns, check the Name, Transaction Type, Due Date, Amount, A/P Paid, and other fields you want to show in the report.
Go to the Filter section and pick the following:

Transaction Type - Bill
A/R Paid - Unpaid

6. Hit Run report.

For more details, check out this link: Customize reports in QuickBooks Online.

Check out the following articles to learn how to customize reports to get awesome insights and memorize them:

The Community and I are always here for you, so please don't hesitate to contact us if you need assistance. Be safe!

View solution in original post

MichelleBh · ‎January 22, 2023

I'll provide a different report to run to achieve your reporting tasks in QuickBooks, @Skeefer.

Instead of the Unpaid Bills report, you should run the Transaction List by Date report. Then, customize the fields accurately so that each vendor's total bills show up correctly.

Here's how:

Go to the Reports tab and type Transaction List by Date in the search bar.
In the Group by field, choose Vendor.
Select the Customize tab and pick the appropriate Report period in the field.
In the Rows/Columns, check the Name, Transaction Type, Due Date, Amount, A/P Paid, and other fields you want to show in the report.
Go to the Filter section and pick the following:

Transaction Type - Bill
A/R Paid - Unpaid

6. Hit Run report.

For more details, check out this link: Customize reports in QuickBooks Online.

Check out the following articles to learn how to customize reports to get awesome insights and memorize them:

The Community and I are always here for you, so please don't hesitate to contact us if you need assistance. Be safe!

Skeefer · ‎January 23, 2023

Thank you Michelle, I will try that.

Chicks3 · ‎February 09, 2024

Is there a way to do this for Quickbooks Desktop?

IrizA · ‎February 09, 2024

Hey there, Chicks3. Let me share some insights regarding this.

Yes, you can run your Transaction List by Date in QuickBooks Desktop (QBDT). You can see your Unpaid Bills within the Transaction List by Date by applying proper customization in your reports.

Here's how:

Go to the Reports menu and click Accountant & Taxes.
Press Transaction List by Date.
Hit the Dates dropdown and choose All.
Click Customize Report located above the Dates.
Under the Display tab, type Paid and Billing Status in the Columns search bar.
Once done, click OK.
Click the Customize Report and go to the Filters Tab. Enter the following:

Transaction Type, then click it. In the TransactionType dropdown, you can choose any specific transaction you'd want to see such as Bill.
Paid Status, then click the Open radio button.

8. Once done, click OK.

After these, you can export them to use them as data or analyze them in your Excel.

If you have any additional information or concerns, you can always type it in the comment section.

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Unpaid bills report