Reports for Vendors and Customers

You can customize a Transaction List by Vendor report and filter it to display all payment transactions, suzannek1.

To view payments made to a vendor along with the customer or job associated with the vendor’s work, you can run a Transaction List by Vendor report. Apply a filter to show only payment transactions, and then add the Customer column to include this additional details in the report.

Here’s how to set it up:

1. Go to Reports and select Standard Reports.
   
2. Enter Transaction List by Vendor in the search bar.
3. Set the Report period by entering the specific date range you need.
   
4. Click Columns and add the Customer column.
5. Hit the Filter icon.
   
6. In the first dropdown menu, select Transaction Type.
7. In the second dropdown, choose equals.
8. In the third dropdown, select all the payment transaction types.

Once you've completed these steps, you can save the report for future use. This will enable you to access the same customized report anytime you need it.

Check out our QuickBooks Live Assisted. Our experts provide personalized support to help you manage your records and generate reports seamlessly in QuickBooks Online.

Reach out anytime if you need more guidance.

The customer column won't populate.

Let's perform some troubleshooting steps to ensure you can get the best results when running the Transaction List By Vendor report in QuickBooks Online (QBO), @suzannek1. We'll provide more information below to resolve this promptly.

We recommend clearing your browser’s cache to remove any stored data that may be causing the report to not reflect customer columns when generating and adding filters to the Transaction List By Vendor report.

If the issue persists, you can utilize a different browser to check for compatibility and rule out any browser-specific issues.

We encourage you to comment below so we can extend a helping hand with your QuickBooks-related concerns or if you need assistance performing specific tasks in the program. Rest assured, we'll help you as soon as possible.