cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to create vendor statement

how to create vendor statement

7 Comments
Level 1

How to create vendor statement

Vendor Statement:

1.     Click Reports on the left panel.

2.     Under Expenses and Vendors choose Transaction List by Vendor.

3.     From Group by: select Vendors.

4.     Click on Customize.

5.     Under Filter: From the drop down arrow select the vendor you want.

6.     Modify dates then click the Run report button.


QuickBooks Team

How to create vendor statement

Good day, Shibu.

At the moment, you're unable to create a vendor statement. However, you can run the Transaction List by Vendor report to show the transactions that you have with each vendor in QuickBooks Online.

Here's how:

  1. Click Reports on the left panel.
  2. On the search box enter Transaction List by Vendor.
  3. Modify the dates then click the Run report button.

I've attached a screenshot for you to see it.

You can also customize this report, for the detailed steps just click this article: https://quickbooks.intuit.com/community/Reports-and-accounting/How-to-customize-reports/td-p/186005

Keep me post if you have any questions about QuickBooks.

Level 1

How to create vendor statement

Are you telling me that this accounting package does not enable the user to produce a simple statement for suppliers? How do you deal with an issue where a supplier thinks they have not been paid in full? Or has this been resolved?

Moderator

How to create vendor statement

Hello there, sjc3.

 

Let me share additional on what we can do to inform our supplier about the paid amount and balance within QuickBooks Online.

 

For now, QuickBooks doesn't have an option to create a vendor statement. As a workaround, we can run the Transaction List by Vendor and customize the report a bit. We can let the system generate a particular supplier as well as the paid amount and balance. 

 

Let me walk you through on how to do it. Here's how:

 

  1. Go to Reports on the left panel.
  2. In the search box, enter Transaction List by Vendor.
  3. Click the Customize button at the upper-right corner.
  4. Within the Filter section, tick the supplier you'll want to display on the report.
  5. Within the Rows/Columns section, add the Open Balance.
  6. Hit Run report. Also, make sure to set the correct dates.

j.PNG

 

If you want to email this one to the supplier, click the Envelope icon and select Email button. Here's the sample screenshot for additional reference:

 

 

While this option is unavailable, you may want to check our blog website to keep-up-to-date about the releasing features and enhanced ones.

 

Please don't hesitate to post again if you have other questions about QuickBooks. Take care and stay safe.

Level 1

How to create vendor statement

why dose the report show purchase orders how can i get a report without it 

Moderator

How to create vendor statement

I appreciate you joining in this thread, Ahmad Orion.

 

You can remove the purchase orders by customising the report. Here are the steps to complete the process.

 

  1. Click Reports in the left panel and search for Transaction List by Vendor.
  2. On the report screen, click Customise.
  3. Go to the Filter section and select Transaction Type.
  4. Select Bills, Cheque Expense, Expense, and Bill Payment.
  5. Hit Run report.

Once filtered, you can get the report you need without the purchase orders. You can also memorise it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

 

If there's anything else I can help you with, please let me know. I'd be more than willing to lend you a hand. Have a good one.

Level 1

How to create vendor statement

This is a huge letdown. I was going through my options with all the accounting packages out there, and was really happy with Quickbooks, and had made up my mind that this would be the one, until I tried to generate a vendor statement. 

 

Quickbooks being one of the top in its field, should offer account statements by default, not workaround transactions.