Where can you store a supplier's bank account details in Quickbooks?

sloan.graeme · ‎November 15, 2020

emmam6 · ‎June 05, 2023

Hello Community Users, we just wanted to pop in and add a comment onto this thread. While there is not a set place to store supplier bank details there is another space in the product you could utilise for this.

If you go to the supplier itself>in the top right hit on edit> scroll down to notes and attachments.

You have 2 options here; you could write the bank details in the notes and save. That would then show in the top left of the homepage for that supplier. Or you could add an attachment and save. The attachment would then show in supplier details, but you would have to open the attachment to view it.

Just to add if you did use the note option you would then be able to run a supplier contact list report in the reports section. If you had added notes for different suppliers with bank details on each one and wanted to look up multiple bank details for suppliers at once this report would then be helpful. You would just need to customise the supplier contact list by clicking customise in the top right of the report and click on change columns>put a tick in the box with the word note in and then save and run the report.

Any questions let us know, we'd be happy to help in anyway we can.

View solution in original post

Maybelle_S · ‎November 15, 2020

Hello there, @sloan.graeme.

Currently, we're unable to enter a supplier's bank details in QuickBooks Online (QBO). Though, you can keep a copy of their bank details.

You can also find a third-party application that can help handle the information. You can visit our QuickBooks App Store and look for an app that integrates with QBO. Or, you can go to the Apps menu in your QBO account and look for an app from there.

While we continue to develop new features in QuickBooks that can help you save time, I recommend you regularly check our QuickBooks Blog for the latest feature available in QBO.

Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBO account. From there, you can read great articles that can guide you through the steps by steps process.

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

emmam6 · ‎June 05, 2023

Hello Community Users, we just wanted to pop in and add a comment onto this thread. While there is not a set place to store supplier bank details there is another space in the product you could utilise for this.

If you go to the supplier itself>in the top right hit on edit> scroll down to notes and attachments.

You have 2 options here; you could write the bank details in the notes and save. That would then show in the top left of the homepage for that supplier. Or you could add an attachment and save. The attachment would then show in supplier details, but you would have to open the attachment to view it.

Just to add if you did use the note option you would then be able to run a supplier contact list report in the reports section. If you had added notes for different suppliers with bank details on each one and wanted to look up multiple bank details for suppliers at once this report would then be helpful. You would just need to customise the supplier contact list by clicking customise in the top right of the report and click on change columns>put a tick in the box with the word note in and then save and run the report.

Any questions let us know, we'd be happy to help in anyway we can.

anniem1 · ‎August 08, 2024

Notes does not come up as an option when customising the Supplier Contact List - Can you advise?

jeanbiverly_ · ‎August 08, 2024

It's great to have you on this thread, @anniem1! I'd be pleased to lend a hand and guide you through adding the Note column to your Supplier Contact List report.

To locate and select the Note checkbox, follow these steps:

Navigate to the Reports menu.
Find and choose the Supplier Contact List report.
Click the Columns button and open the More Columns tab.
Go to the Other dropdown.
Under the Vendor Attributes section, select Show more.
Tick the Note box.

After performing these steps, you should see the Note column in your report.

However, if you still can't see the checkbox, a cache-related issue is likely causing the problem. If this is the case, let's perform some troubleshooting steps. First, use a private or incognito window to rule this out. Here are the shortcut keys:

For Mozilla Firefox browser: Ctrl + Shift + P
For Google Chrome browser: Ctrl + Shift + N
For Safari browser: Command + Shift + N

After that, log in to your QuickBooks Online (QBO) account and customize your report again. If it works, clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, use other supported browsers you've installed.

For more detailed information on personalizing your reports, visit this article: Customise reports in QuickBooks Online. To save it with its current customization settings, check out this guide: Memorise reports in QuickBooks Online.

We recognize the significance of having all the relevant information on your report. If there's anything else you need help with, don't hesitate to reach out. Have a productive day!

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Where can you store a supplier's bank account details in Quickbooks?