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Is there a way to assign a vendor to multiple transactions?

I'm working with a client's books and there are multiple transactions that have been added and reconciled, but were never assigned a payee. Is there a way to assign a vendor to multiple transactions without having to go through each one individually?

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Best answer 07-03-2019

Accepted Solutions
QuickBooks Team

Re: Is there a way to assign a vendor to multiple transactions?

Welcome to the Community, @Brad Southerton.

 

Currently, we can only assign a vendor individually for each transaction.

 

I can see how it would be beneficial for you to assign a vendor to multiple transactions. However, QuickBooks only allows you to go through each transaction and assign a vendor individually.

 

To do that, you can go to the Bank Register to assign a vendor individually. Here's how:

 

  1. From the left menu, click Accounting.
  2. Select Chart of Accounts.
  3. Choose the appropriate account then click View register.
  4. Find and select the transaction.
  5. Click the Payee drop-down, then select the vendor.
  6. Hit Save.

Also, I want to let you know that we're taking note of your feedback and suggestions to improve the experience we're providing. 

 

You can also visit our Blog to learn what new updates are being released, as well as additional references while working with QuickBooks. 

 

You can always get back to me if you have any other questions. It'll be my pleasure to help you.

View solution in original post

1 Comment
QuickBooks Team

Re: Is there a way to assign a vendor to multiple transactions?

Welcome to the Community, @Brad Southerton.

 

Currently, we can only assign a vendor individually for each transaction.

 

I can see how it would be beneficial for you to assign a vendor to multiple transactions. However, QuickBooks only allows you to go through each transaction and assign a vendor individually.

 

To do that, you can go to the Bank Register to assign a vendor individually. Here's how:

 

  1. From the left menu, click Accounting.
  2. Select Chart of Accounts.
  3. Choose the appropriate account then click View register.
  4. Find and select the transaction.
  5. Click the Payee drop-down, then select the vendor.
  6. Hit Save.

Also, I want to let you know that we're taking note of your feedback and suggestions to improve the experience we're providing. 

 

You can also visit our Blog to learn what new updates are being released, as well as additional references while working with QuickBooks. 

 

You can always get back to me if you have any other questions. It'll be my pleasure to help you.

View solution in original post

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