Print Vendor Balance Detail

K,

I'm surprised after 7 years of using QuickBooks, you have never modified a report. However, better late than never.

What you want to do is run the report you initially run, go to "Modify Report" button at the top left of the report, Choose tab labeled "Filters". On the right hand side of this window, you will se current filters in place, click on the filer that says "All Vendors" (or something similar). In the middle of this window, you will see the Current Vendor filter, click on the down pointing triangle, and you can choose the specific vendor to filter the report for. (If you need the report for multiple vendors, choose selected vendors). Choose the vendor, and you are on your way. If this is a report you will use on a regular basis, I would go to the Header/Footer tab, and rename the report appropriately. Click OK, then click on "memorize report" on top left

Good luck

Gary

Gary, First of all Thank You very much for your reply. And yes, a couple years ago I attempted to modify a report. While I was successful in modifying the report as wished, it was so time consuming that each time the need arose again we simply copied the desired info by hand with pencil and paper. Simply being able to copy and paste would be a humongous boon to this program. Oops, back to business... When I open the Vendor Balance Detail report there is no Modify button but there is a Filter button. In the Filter selection window, the only filter that addresses Vendors is Vendor Type. Clicking the down arrow provides the selections: All Vendor Types, Selected Vendor Types...,

In addition to modifying reports as described by Gary and Tara,

- If you find yourself making the same (or very similar) modifications on a regular basis you can "Memorize" the modified report for future use.

- The Print dialog allows you to Preview a report before (or instead of) printing.

- The Print dialog allows you to select a specific page or range of pages from a multi-page report.

I'm with Gary - not to be rude, but you haven't discovered any of these features in 7 years of use?

successful

button

arrow

Perhaps the problem has been discovered. Both Gary and Tee start their instructions with "pull up your report" then "click on the Modify Report button". However when I pull up the report I wish to work with - Vendor Balance Detail - and there is no Modify Report button, maybe the problem is that I don't know how to pull up a report. What I am doing is clicking on the Reports button along the top of the screen, a menu falls down that starts with Report Finder, I scroll down to Vendor & Payables, a menu slides out to the right, I scroll down and click on Vendor Balance Detail, the report I am after comes up. Along the top of that report is Customize, Filters, Format, Hide Header, Print, Memorize, and Refresh. The Customize windows offers no specific vendor selection and neither does Filters. Is what I am doing the same as what you are saying - "pull up your report"? Thanks, K.

Okay, our Modify Report button is your Customize button. You should be able to get to the screen we describe using your Filters button as that's where the modifications take place.

K,

There should be a "modify reports" button, top left of the report window. I'm not sure about QB2000 possibly the filter options changed in subsequent releases.

Tara is right, you need to find name in the filter tab and choose the specific vendor (I was going by memory on my first post and you can see how good my memory is).

Gary

Obviously I reveled in success way too early. I have since tried to duplicate this procedure but have been unable to do so. Everytime I select Name as before a small screen come up saying something to the effect This report will be blank because no vendor has been selected. This is odd because that name has been nothing but a vendor. ( We have some that are both customer and vendor and we must change the name slightly to be able to work with them in both places). I checked the vendor list and they appeared. I checked the customer list and they appeared there also. I deleted then from the customer list then called up the Vendor Balance Detail report. Selected Filters - Names - down arrow, and they no longer were listed as a selection. I checked the customer list again, they weren't there. Then I checked the vendor list again, they were there. Then I tried the procedure for another vendor - it worked! Evidently the problem exists with this particular vendor only. Then I tried Enter Bills. They appeared there as a selection in the Vebdor drop down list. Anybody wish to venture a guess why a name that only appears in the vendor list does not appear as a Name selection in the filter for the Vendor Balance Detail report? Thanks, K.

I think you have a demon in your computer. I have no idea why you can't find this particular vendor's name in the drop-down when it shows in other lists. You can try altering the name slightly, just to see if it works, by adding an asterisk or something. I've never seen this problem but I've never used 2000 and haven't used anything older than 2003 in a while. It might be a minor bug on your end.

Thank You Tee, appreciate you taking the time to consider my post. Your idea of a Demon makes sense. Our computer seems to be on the Demon Freeway. Surely not a one passes us by. Now that I have figured out that only one vendor is effected, it's really OK, or at least livable. Thanks, K.