Reports by vendor type

I'll help with your question about running reports, aj35.

There's no single report that will show the vendor type, class, and amount paid to vendors. You can run different types of reports to get the details that you need. You can start with the Vendor Contact List report and add a column for Vendor Type. Here's how:

1. Go to the Reports menu, select Vendors and Payable, and then click Vendor Contact List.
2. Click Customize Report. 
3. In the Display tab, check Vendor Type under Columns.
4. Click OK.

Once done, open the Transaction List by Vendor report and add a class column. This will give you the amount paid to them and the class that are assigned to each transaction. Here's how:

1. Go back to the Reports menu, select Vendors and Payable, and then click Transaction List by Vendor.
2. Click Customize Report. 
3. In the Display tab, check Class under Columns.
4. Click OK. 

More details about customizing reports are shared in these articles:

• Customize Reports In QuickBooks Desktop
• Customize Vendor Reports

Aside from that, you can also export these reports to Excel so you can combine them together and add more customization. Here's a guide for more details: Export Reports As Excel Workbooks In QuickBooks Desktop.

Don't hesitate to reach out to us again if you have follow-up question or if you need help again while working in QuickBooks. ​​​​​​​

The transaction list by Vendor could work.  I went back through all of the transactions and added a Class, but the column shows up blank on the report.  

Is there a way to enter subcontractors so that I can run a specific, annual report? 

Hey there, @aleighsmile22.

Thanks for following the thread. I hope you're enjoying your Friday so far. 

I have looked into a few different reports for you and customized them to fit everything you need. However, I think the best fit would be the Transaction list by Vendor report. I see that you stated the class field is blank after adding class to all the transactions. I recommend closing QuickBooks, then sign back into your company file and run the report again. This way, the changes can take effect. 

Another report that closely meets what you're looking for would be a Transaction Detail report. You can filter the report down to selecting only the subcontractors by name. I've included some steps below to run the report. 

1. From the Reports menu, highlight Custom reports and choose Transaction Detail. 
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2. In the Filters tab, scroll to the Names category, select Multiple names, and choose all your subcontractors. 
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3. Hit OK to save the changes. 

Check out Customize reports in QuickBooks Desktop for more details about customizing reports.

Additionally, you can memorize this report so you won't have to build it again in the future. If you're interested in doing this, take a look at Create, access, and modify memorized reports. 

Let me know if you have further questions or concerns. I'm happy to lend a hand. You can reach out to the Community at any time. Take care and have a wonderful weekend! 

Thank you for your help.

I have shutdown QBs twice and the Class field is still blank on the Transaction List by Vendor Report.  Even so, this reports lists 100s of vendors and I only need to see a handful.  My subcontractors are entered as Vendors and then given the Type:Subcontractors.  This report does not distinguish which vendors are subcontractors.  I have to scroll the split column and find entries that have been charged to an Item:subcontractor. 

Is there a way that I can enter Subcontractors so that I can run a report with their annual pay?  They are not all 1099 eligible. 

Hey there, @aleighsmile22. 

Thanks for reaching back out and adding some extra clarification to this subject. I want to ensure that you're able to run this information on a report for your business. 

First, the reason why the Class field is blank on your Transaction List by Vendor report, is because you've select the detail level as another option besides "All." This will allow you to view the classes. Here's how: 

1. Go to the report and open it. 
2. Pick to Customize the report. 
3. Choose the Filters tab. 
4. From the Detail Level option, select All. 
5. Hit OK when done. 

Now, to finally see the subcontractors, just simply filter to see them. It's an easy process. Here's how: 

1. Go through steps 1-3 from above. 
2. Choose Vendor Type. 
3. From the drop-down menu, select subcontractors. 
4. Press OK when finished. 

For future reference, here's a guide that can help you out: Customize reports. 

These steps should do the trick to see certain details on your report. I hope this helps. Let me know if you have any other questions. I'm always here to lend a helping hand. Have a great day!

Thank you.  Now I can see the Class.

Thank you so much.  This much easier to work with.  It would be nearly perfect if I could see the total amount paid to each vendor.  Why are all of the transactions shown twice?  Once as a credit and then as a debit. 

Glad to see you here, aleighsmile22,

Joining the thread to share some more insights about the Transaction List by Vendor report.

When you filter the report by Detail level (All), the report will display the journal posting (debit/credit) of the entry by line. This is the reason why you will see two of the same entry but with different accounts they hit on your books.

If you want to see just one, use the Summary only option under the Detail Level filter. Also, if you want to hide some columns, go to the Display tab and uncheck the column that you don't want to use (Example: Debit or Credit).

Regarding the total amount paid to each vendor, this report will not supply this information. It will only list all vendor-related transactions grouped by vendor but not sum of everything.

If you want to include the total amount of all the entries, you may export the report to Excel then add the row for the total. This screenshot will show you how to export the report:

Here is the link for the complete details on how to export your report: Export reports as Excel workbooks in QuickBooks Desktop

Please touch base me again if you need further help with this report. I'll be more than happy to assist you further. Have a good one.

When I change the detail back to summary then I lose the class. 

I need to view the Summary report including the class for each transaction.

Is this possible?

I'm happy to see you again here in the Community, @aleighsmile22.

Let me provide some clarifications on what a summary report can do in QuickBooks Desktop. 

The summary report allows you to see the total amount of your vendor's transactions. To see the details of the entries, like classes, you'll need to run the detailed version of the report.

To do that, you may follow the instructions shared by my peers, Jen_D and Candice C above. 

On the other hand, I'm adding here some references that you can scan through, which provides details about running class reports in QBDT together with customizing them: 

• Filter, sort or total reports by Class
• Customize reports in QuickBooks Desktop

If you have further questions or concerns about QuickBooks Desktop, please don't hesitate and reach back out! I'm always happy to help. Have a good one.

I need to print a report where the account type is "other expense" put these costs into the proper category.

Hi there, Beverly14.

Thank you for visiting the QuickBooks Community. I'll ensure to share steps so you're able to print a report where the account type is Other Expense and set costs into the proper category.

You can go to the Chart of Accounts to see all lists of your company's accounts and their balances. You may use them to categorize your transactions. Also, each account has a transaction history and breaks down how much money you have. That said. I suggest going to the said section and run a QuickReport for Other Expense so you can print the details you need.

Here's how:

1. Go to the Lists menu.
2. Choose Chart of Accounts.
3. Type the Other Expenses in the search bar. Then, right-click.
4. Select QuickReport: Other Expenses.
5. Click the Print button. Then, select Report or Save as PDF.

Once done, you'll have the option to customize the report to personalize the data, add or remove information on the header/footer. That way, you can view the specific details you want to print.

Additionally, you can refer to this article to see different information on how QuickBooks Desktop provides different reports that cater to your business needs: Understand reports.

You are always welcome to tag my name in the comment section below if you have other questions about running reports. I'd be happy to answer them for you. Take care.