Trying to run a report to see which vendors have been used by one particular job

amd4780 · ‎January 28, 2019

I am trying to find a list of vendors that I have used for one specific job. Is there any report that will give me just the list without having to sort through all my customer job's?

FritzF · ‎January 28, 2019

Greetings, @amd4780.

It's nice to see you here in the Community. I can help walk you through pulling up the report that you need in QuickBooks Desktop (QBDT).

You can pull up or run the Custom Transaction Detail report. This will display detailed vendor expenses totaled by Customer: Job. Here's how:

1. Go to Reports menu at the top, then pick Custom Reports and Transaction Detail on the drop-down.
2. In the Display tab:
a. Enter the appropriate date range.
b. In the Columns section, put a checkmark beside Source Name to add it to your columns and uncheck Name to remove it from the list.
c. On the Total By drop-down, choose Customer.
3. Now, go to the Filters tab, then select Transaction Type on the Choose Filter page.
4. Select the transaction type associated with the Vendor purchases, then OK.

For your reference, you can also check out this article and scroll down to Vendor expenses by Customer:job for more information: Customize vendor reports.

There you have it! Let me know how it goes in the comment section. Please don't hesitate to post again if you have any follow-up questions. Take care always.

View solution in original post

FritzF · ‎January 28, 2019

Greetings, @amd4780.

It's nice to see you here in the Community. I can help walk you through pulling up the report that you need in QuickBooks Desktop (QBDT).

You can pull up or run the Custom Transaction Detail report. This will display detailed vendor expenses totaled by Customer: Job. Here's how:

1. Go to Reports menu at the top, then pick Custom Reports and Transaction Detail on the drop-down.
2. In the Display tab:
a. Enter the appropriate date range.
b. In the Columns section, put a checkmark beside Source Name to add it to your columns and uncheck Name to remove it from the list.
c. On the Total By drop-down, choose Customer.
3. Now, go to the Filters tab, then select Transaction Type on the Choose Filter page.
4. Select the transaction type associated with the Vendor purchases, then OK.

For your reference, you can also check out this article and scroll down to Vendor expenses by Customer:job for more information: Customize vendor reports.

There you have it! Let me know how it goes in the comment section. Please don't hesitate to post again if you have any follow-up questions. Take care always.

qbteachmt · ‎January 28, 2019

Job Costs Summary or Detail; Job Profitability Detail, double-click on the Total under the Costs column. Unbilled Costs by Job, filter on on Billable Status = Any and that one job, to narrow the length of the report. If you have Contractor or Accountant Edition, you also have: Job Costs by Vendor and Job, or By Job and Vendor, in Summary and in Detail.

amd4780 · ‎February 25, 2019

Thank you. Now how do I add the vendor name s report? I need the report to show which vendor each amount if for?

qbteachmt · ‎February 25, 2019

@amd4780

All of the reports I describe that show transaction details, also show the Vendor (payee) name by default. It's already there.

Job Costs Detail

Unbilled Cost by Job

Job Cost by Vendor and Job Detail or by Job and Vendor Detail.

For any Summary report, double-click the Cost total value to see the transactions contributing to that value. There are the details.

amd4780 · ‎February 25, 2019

I ran the report as instructed. It only shows the name of the job. I will enclose a picture, my report only shows the job name. We do job costing. Maybe that’s the problem? I need this report to now only show the job name but th vendor name, amount and balance.

amd4780 · ‎February 25, 2019

I'm sorry, but I have 2 different questions here. I am trying to run a report by job that shows all invoices, paid and unpaid, but it needs to also show vendor names. I hope that makes more sense.

April

qbteachmt · ‎February 25, 2019

@amd4780

You ran the wrong report. You ran Custom report. Run a Job report.

Go to Reports menu (at the top); then, Jobs, Time & Mileage submenu. Here are your Job Reports. Run ALL of them, to learn about them.

Please see my attachment as an example.

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Trying to run a report to see which vendors have been used by one particular job