How to Create Customer and Vendor QuickReports in QuickBooks Online

How to Create Customer and Vendor QuickReports in QuickBooks Online: Video

          This video lesson, titled “How to Create Customer and Vendor QuickReports in QuickBooks Online,” shows you how to create customer and vendor QuickReports in QuickBooks Online, which show details of transactions with a selected customer or vendor. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Overview:

What is a QuickReport?

            A QuickReport is a feature of QuickBooks Desktop Pro that lets users view a list of associated transactions by clicking the name of an item in a list, like the “Customer: Job” list, “Vendors” list, or “Chart of Accounts” list. QuickBooks Online has similar information available on the “Transaction List” tab in its customer and vendor details pages. Although you can export or print these lists, they are transaction lists, not true transaction list reports. These printed or exported lists lack the customization options of the true reports in QuickBooks Online. So, in this lesson, we’ll show you how to create true customer or vendor transaction list reports in QuickBooks Online to replicate the customer and vendor QuickReports found in its desktop version.

How to Create a Customer or Vendor QuickReport in QuickBooks Online:

            A QuickReport for a vendor or customer in QuickBooks Online shows detailed transaction data for a selected customer or vendor. To create a vendor or customer QuickReport in QuickBooks Online, hover over the “Reports” button in the Navigation Bar and then click the “Standard reports” link or click the “Standard reports” link in the “Reports & Analytics” bar if that bar already appears onscreen. Either way, the “Standard reports” page then appears to the right.

            Next, depending on whether you want to run a customer or vendor QuickReport, then type either “Transaction List by Customer” or “Transaction List by Vendor” into the “Type report name here” search bar. Then click the desired report’s name in the search results list that appears below the search bar to open the report with its default settings.

Customize the Report to Set the Report Period and Filter It by Customer or Vendor, as Needed:

            To set the date range for the report, select a choice from the “Report period” drop-down in the customization settings section at the top of the report. To filter the report to only show transactions for a selected vendor or customer within their respective report, click the “Customize” button in the report customization settings above the report to show the “Customize” pane at the right side of the window. If needed, click the “Filters” section title in the pane to expand and show its settings.

            In the “Filters” section, select “Vendor name/Customer” from the top drop-down in the pane. Then select “equals” or “equals including sub-vendor/sub-customer” from the next drop-down. Finally, select the name of the desired vendor or customer from the final drop-down to show the report for the date range and selected vendor or customer.

Print, Email, or Export the Report:

            To email, print, or export the report as an Excel workbook, PDF file, or CSV file after running it, click the “Email,” “Print,” or “Export” button in the upper-right corner of the report. If you click the “Export” button, then select the desired export format. Then enter any information in the window that opens, depending on your selection, to finish emailing, printing, or exporting the report.