Account management
I have the information and workaround you need to run a report that associates Accounts Payable (A/P) transactions with a specific project or job in QuickBooks Online (QBO), @FL_Guru.
To begin with, it's important to note that while the standard A/P report allows filters for vendor, location, terms, and due date, it does not offer an option for Customer/Job.
However, you can consider generating the Transaction Detail by Account report and filtering it by Customer as a workaround. This way, you can track AP transactions associated with your projects in QBO.
Here’s how to do that:
- Hover over the Reports menu and search for Transaction Detail by Account.
- Click on the Filter option within the report.
- Filter Customer and select the specific project or job name for which you want to generate the report.
Additionally, you can filter the report to show only A/P transactions, which will help you monitor aging and paid transactions related to your projects.
For your convenience, consider memorizing this customized report so you can easily access it in the future.
If you have any further questions about filtering reports in QBO, please don’t hesitate to click the Reply button below. We're here to help you get the most out of QuickBooks and ensure your reports meet your needs.
