Welcome to the Community, @MariaG22.
Allow me to chime in and guide you on how to tailor the Transactions Report.
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 how to do it. Here's how:
- Go to Reports on the left panel.
- In the search box, enter Transaction List by Vendor.
- Click the Customize button at the upper-right corner.
- Within the Filter section, tick the supplier you'll want to display on the report.
- Select Bills, Cheque Expense, Expense, and Bill Payment.
- Hit Run report. Also, make sure to set the correct dates.
We can pull up the Transaction List by Customer Report. Here's how:
- Go to Reports at the top menu bar, then select Transaction List by Customer.
- Select the date you want to run the report.
- Click on the Filter icon and select Transaction Type.
- Click on the drop-down, then choose Payments.
- Click on Apply.
Once done, you should see all the payments from your customers. Also, you can get the report you need without the sale orders. You can also memorize it to save its current customization settings. It serves as your record and helps you access it for future use.
I recommend running other reports to see if they can give you the information you're looking for. With the report customization options in QuickBooks Online, you may be able to customize something to see just what you need.
Reach out to me in the comment section below if you have any other issues or concerns. I'm more than happy to help. Have a great rest of the day!
