Regularly Email the Expenses by Vendor Report

Timely emailed reports will help you understand where your company is spending the most money. Identify which vendors/expenses are not necessary and reduce costs!

The QuickBooks Expenses by Vendor Report shows the total spent by each vendor in a given time frame:

To automatically email the Expenses by Vendor Report from ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • If you have registered multiple company files, choose the one you want in the Using field.

    • In the Send the field, choose Expenses by Vendor Report from the dropdown list. You can also choose the more detailed version if you prefer(Expenses by Vendor Detail Report).

    • In the To field, enter the email address to send the report. Add as many addresses as you like, each separated by a comma.

    • Finally, configure when and how often to email the report. Once a week is probably enough, on Mondays @ 9 AM, but you can set it to daily, monthly as you prefer.

    ActiveBooks Expenses by Vendor Report Report: General Tab

  5. Click the Save >> button. After a couple of seconds, an entry for Expenses by Vendor Report (This Fiscal Year-to-date) will show up in the ActiveBooks window.

    ActiveBooks Expenses by Vendor Report Report: Created

  6. That's it! Your Expenses by Vendor Report will be automatically emailed every Monday at 9 in the morning. Feel free to preview the report (by selecting Notification > Preview...), or update it to change the time, add an email address, etc.

    ActiveBooks Expenses by Vendor Report Report: Preview

Expenses by Vendor Report not emailed as expected?