Level 1

Generate aging report from vendor profile page

In QuickBooks Desktop, I believe you can generate an open balance statement right from the vendor profile page with just one click. I know you can with customers. There doesn't seem to be a way to do this in QBO. You have to do this from the Reports tab. Is this correct?


Assuming this is correct, is there some reason this option is not available? Seems like an obvious feature to have, especially since it's available in Desktop.

QuickBooks Team
QuickBooks Team

Reports and accounting

Yes, you are right, skskinny.


The option to access the reports In the Vendor's profile is unavailable in QuickBooks Online. QBO). For now, we need to go to the Reports page to generate the vendor's report for the balance statement. You can access the Vendor Balance Detail or Summary report to provide you the ope balance details.


To learn more about customizing your reports, you can check out this link: Edit and manage custom QuickBooks reports


I know how beneficial it is to your business to generate the reports in the vendor's profile. I'll personally share your feedback with our engineers regarding this one.


I've got a link here that provides you with articles about managing your vendors' transactions: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Onlin....


I'm just one post away if you need a hand with creating recurring transactions or any QBO related. I'll be here to ensure your success. Keep safe always.