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.

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