New & Lost Vendors

Which vendors appeared this month and which quietly disappeared - the fastest way to catch unapproved spend and lapsed relationships. Live from your QuickBooks ledger, rerun monthly.

3 steps · shared by Klajdi · August 30, 2026

Make it your own →

No data is shared in this template. It contains only the recipe — column names and SQL logic. When you run it, your data is processed in your own browser and never leaves your machine.

What data it expects

QBO_GeneralLedger.csv

account · VARCHARdate · DATEname · VARCHARmemo · VARCHARamount · DOUBLE

Connect QuickBooks Online or drop a CSV / Excel export with a similar layout — the AI adapts the workflow if your columns differ.

How it works — every step, readable

01Load GL detail (last 3 months)

SELECT * FROM read_csv_auto('QBO_GeneralLedger.csv', header=true)

02First/last month per vendor

aggregates rows into summary totals · filters to the relevant rows

SELECT name AS vendor, account, MIN(STRFTIME(TRY_CAST(date AS DATE), '%Y-%m')) AS first_month,
  MAX(STRFTIME(TRY_CAST(date AS DATE), '%Y-%m')) AS last_month, ROUND(SUM(amount), 0) AS total
FROM input_1 WHERE amount > 0 AND TRY_CAST(date AS DATE) IS NOT NULL GROUP BY 1, 2

03New vs lost

buckets values by condition · filters to the relevant rows · sorts the output

SELECT * FROM (
WITH bounds AS (SELECT MAX(last_month) AS latest FROM input_1)
SELECT vendor, account, first_month, last_month, total,
  CASE WHEN first_month = (SELECT latest FROM bounds) THEN 'NEW this month'
       WHEN last_month < (SELECT latest FROM bounds) THEN 'LOST (no activity latest month)'
       ELSE 'Ongoing' END AS status
FROM input_1) t
WHERE status <> 'Ongoing' ORDER BY status, total DESC

Run this on your books

Free to try — no sign-up, no card. The workflow runs in your browser; your data never leaves your machine.

Make it your own →