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Level 2

Report by Vendor Type and Customer: Job

Our company is required to submit quarterly vendor diversity reports for specific projects showing how much we've paid them, and I'm looking for a report that will give me this information.  All of our vendors are set up with this information under Vendor Type, so I can easily run a report that shows the diversity status across all projects.  What I can't find is how to run a report that only shows specified projects.  For example, let's say I want to run a report showing how much we paid to each woman owned vendor for projects ABC, QRS and XYZ only. How can I do this? We do have the Customer:Job field filled out on every invoice and payment. We're using QB Premier Contractor Edition 2019 Desktop.

Thank you!

Solved
Best answer April 01, 2020

Best Answers
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QuickBooks Team

Report by Vendor Type and Customer: Job

Thanks for keeping in touch with us here in the Community, @dmancuso.

Currently, QuickBooks doesn't have the option to filter reports by Customer Projects because the Filter option is used for the owner of the transaction. This is the reason why it's blank when you run your reports. 

However, you can export your file to Excel and add more filters in there. To export reports from QuickBooks to Excel, here's how:

1. Go to the Reports menu.
2. Choose the report/s you wanted to pull up.
3. Under the Excel drop-down, click Create New Worksheet then hit Export.

17.PNG

Also, you'll want to learn how to customize your reports in QuickBooks Desktop: Customize Reports in QuickBooks Desktop.

 

Feel free to post for any questions you have. I’ll be here to help. Have an awesome day ahead!

View solution in original post

4 Comments 4
Highlighted
QuickBooks Team

Report by Vendor Type and Customer: Job

Hey there, @dmancuso

 

I hope you're enjoying your day so far. 

 

I recommend to run a transaction detail report and customize it to fit your needs. I've included the steps below to create this report. 

 

1. Open the Reports menu at the top. 

2. Choose Custom Reports, then Transaction Detail

 

 

3. Under the Display tab, choose what columns you wish to include in the report, such as Name, Terms, etc. 

 

 

4. Next, go to the Filter tab. Here you can choose your Vendor Type or Customer Types

 

 

You can customize the report how you see fit. Check out, Customize reports in QuickBooks Desktop for more details about customizing reports. 

 

Please don't hesitate to let me know if you have further questions or concerns. I'll be here every step of the way. You can always come to the Community or me anytime you find you need help. Take care and have a good one! 

 

 

Highlighted
Level 2

Report by Vendor Type and Customer: Job

Thank you for your response, Tori!

 

I'm able to filter by vendor type, but I'm running into problems filtering the projects.  If I use the Name filter, select Multiple Names, then choose the Customers (projects) I want, the report is blank and I know it shouldn't be.

 

Any ideas?

Highlighted
QuickBooks Team

Report by Vendor Type and Customer: Job

Thanks for keeping in touch with us here in the Community, @dmancuso.

Currently, QuickBooks doesn't have the option to filter reports by Customer Projects because the Filter option is used for the owner of the transaction. This is the reason why it's blank when you run your reports. 

However, you can export your file to Excel and add more filters in there. To export reports from QuickBooks to Excel, here's how:

1. Go to the Reports menu.
2. Choose the report/s you wanted to pull up.
3. Under the Excel drop-down, click Create New Worksheet then hit Export.

17.PNG

Also, you'll want to learn how to customize your reports in QuickBooks Desktop: Customize Reports in QuickBooks Desktop.

 

Feel free to post for any questions you have. I’ll be here to help. Have an awesome day ahead!

View solution in original post

Highlighted
Level 2

Report by Vendor Type and Customer: Job

Not the answer I was hoping for, but it makes perfect sense.  Thanks for the clarification!

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