The vendor type field will show up when you record a bill and enter an expense or check with that vendor’s name.
Repeat this process to add the custom field to all your vendors. Click edit under the vendor’s profile and scroll down to add the vendor type custom field. Go back to your vendor center/list, find a vendor. Apply Vendor Type Custom Field to Vendors Check the box next to Use on other expense forms.Ĭlick save to exit the window. Make your names generic to grow with your organization.Ĭheck the box next to Use on PO. Select the dropdown list as the type.Īdd as many lines as you need and enter your dropdown options in the order you want. The field name should be called Vendor Type. Click the gear icon and select custom fields under the lists column.Ĭlick the Gear Icon and select custom fields under the lists column. Watch the video and follow along with the guide. If you are a 501(c)(3) nonprofit organization already using QuickBooks Online Plus subscription, visit to upgrade to QuickBooks Online Advanced subscription. If you are new to QuickBooks Online, use my partner link to save 50% off QuickBooks Online Advanced retail subscription for one year. Unfortunately, the vendor type feature does not exist in QuickBooks Online. If you have used QuickBooks Desktop before, you will know that the vendor type feature exists and gives you the ability to segment your suppliers to make the 1099 tracking process easier.
#Quickbooks 2015 tutorial reports how to
In this tutorial, I am going to show you how to create vendor types in QuickBooks Online Advanced to track the different suppliers you pay without making your chart of accounts excessively long and complicated. Is your organization currently struggling to keep track of the different types of vendors you pay? Do you need the ability to segment your vendors in QuickBooks Online?
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