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TAMMY9524
Level 1

SAVING A CATEGORY WITH EACH VENDOR

I recently switched from desktop to online.  When the data was transferred some of it did and some didn't like vendor addresses, phone numbers and the vendor category.  If you can only save vendor categories by creating a memorized transaction why are some already there from QBs desktop??  There must be another way, certainly QB's wouldn't overlook something so important.  Any advice would be appreciated.  Thanks:)

7 Comments
Ashley H
QuickBooks Team

SAVING A CATEGORY WITH EACH VENDOR

Welcome to the Community, @TAMMY9524.

 

Here's a Community Article that provides more details about what information gets imported into QuickBooks Online from QuickBooks Desktop: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

I'm here to help you get your Vendor's Information into QuickBooks Online. We can export your Vendor List from QuickBooks Desktop into an Excel spreadsheet then convert it into QuickBooks Online. No worries, I'm walking you through every step of the way. Let's begin:

 

Step 1: Getting the Vendor List

  1. Open QuickBooks Desktop.
  2. Go to Reports on the top menu, then Vendors & Payables Vendor Contact List.
  3. Click on Customize Report at the top-left of the window.
  4. Take away or add any columns that you need: Vendor AddressPhone Number, etc.
  5. Hit OK.

Step 2: Export Report to Excel

  1. Click on the Excel drop-down menu at the top of the report window.
  2. Select Create New Worksheet.

Step 3: Save the Excel Spreadsheet in your files

  1. Go to File at the top-left of the worksheet, then Save As.
  2. Enter in the information so you can easily locate it.

Step 4: Upload the file to QuickBooks Online

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon at the top-right of the page, then Import Data.
  3. Click on the Vendor tile.
  4. Browse for your Excel file.
  5. Follow the steps to upload.

This should put you on the path of getting your Vendor Information into QuickBooks Online. Here are a few Community Articles that you may find helpful:

Let me know how this goes for you. If you need further assistance, just know that I'm only a Reply away! Have a great day.

TAMMY9524
Level 1

SAVING A CATEGORY WITH EACH VENDOR

Hi Ashly, thank you for the reply.  I don't have a problem with the addresses, I know I can enter them and then save them.   My issue is with the saving the category for each vendor.  So when I enter a new bill for a specific vendor I don't have to memorize the chart of accounts number.  Any solutions?

 

Thanks,

Tammy 

Candice C
QuickBooks Team

SAVING A CATEGORY WITH EACH VENDOR

Good Afternoon, @TAMMY9524

 

I hope your week is going well so far. After researching your question further, I've discovered that the option to save a category to a vendor isn't available at this time. However, I'll send feedback to our Product Developers so they can consider this feature in a new release for QuickBooks. Developers take the time to look over all request and try to make the product better and easier to navigate through for every customers. Here's an extra link that may come in handy: How to Categorize Transactions.

 

Let me know if there's anything else I can help you with. Wishing you continued success. Enjoy the rest of your week. 

john128
Level 1

SAVING A CATEGORY WITH EACH VENDOR

I would also like to see this feature added to Quickbooks. I have used "Quicken" for my personal books for years, and it has always had that feature, so the Intuit guys should already know how to add this to Quickbooks without too much difficulty. This would be a great time-saver for me when adding imported transactions from my business bank accounts, since most of my regular vendors and contractors always fall into the same category each month.

AlexV
QuickBooks Team

SAVING A CATEGORY WITH EACH VENDOR

Thanks for joining this thread, john128.

 

You can add a default expense account to each vendor. Go to the Expenses menu and select Vendors. Click the Edit menu and choose an expense account under the Default expense account drop-down. This will auto-populate in the Category details section when creating a vendor transaction like bill, expense, or check.

 

The default expense account you set up on the vendor's profile won't apply to the downloaded transaction. Instead, you'll want to add a bank rule to easily categorize them. From the Banking or Transactions menu, select Rules. Then, click New rule.

 

I added this link for the detailed steps:

Visit us again if you need anything else. We'll respond as soon as we can!

mjbcomp
Level 2

SAVING A CATEGORY WITH EACH VENDOR

I'd like to add to this thread.  I am using the Mobile Android version of quickbooks on my Samsung phone.  While i know i can log into Quickbooks Online and add a Default Expense Account for all of my vendors i  wish that information would then be available in the Mobile Version so every single time i create an Expense on my phone i don't have to also add the additional step of choosing what Category/Expense account its part of.  Why this isn't a default option like its been on the iOS version of quickbooks for years completely baffles me.

MirriamM
Moderator

SAVING A CATEGORY WITH EACH VENDOR

Thanks for joining the thread, mjbcomp.

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. In the meantime, I recommend setting up the expense account on the vendor profiles using the browser.

 

Since the feature you're looking for isn't currently an option, I encourage you to submit feedback to our Product Development Team. They look through submitted feedback for future updates and use those suggestions to develop changes for the product.

 

You may also want to visit our QuickBooks Blog. And be the first one to know about any updates that you'll find beneficial for your business. The QuickBooks Blog is our way of letting you know the latest features released and what the product team is working on. They update the site every time new information is available. 

 

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

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