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billsr
Level 1

Where is the additional info tab?

 
4 Comments 4
BigRedConsulting
Community Champion

Where is the additional info tab?

What additional info tab are you referring to? I know there is one when editing names...

Catherine_B
QuickBooks Team

Where is the additional info tab?

I'm here to easily walk you through the easy steps on where to locate on what brconsultingid2 mentioned, billsr. 

 

The Additional Info tab is in your customer's, vendor's, and employee's profile. We can go to the Employee, Vendor or Employee Center and double-click on the name to open the profile.

 

Let me use the Customer Center as an example: 

  1. Select the Customer menu and click Customer Center
  2. Double-click on the customer's name. 
  3. In the Edit Customer window, the Additional Info tab is at the left menu.
  4. Click OK to save. 

From there, you can identify your customer's by type. 

 

The Community is here if you need anything else. 

jnewell
Level 1

Where is the additional info tab?

I see the additional info tab in customers, but I do not have one for vendors.  How to I get to that?

BettyJaneB
QuickBooks Team

Where is the additional info tab?

Hello there, @jnewell.

 

I can walk you through on where you can find the Additional Info tab for your vendors. This can be done in just a few clicks.

 

You may follow these steps below:

  1. Click on Vendors at the top menu bar.
  2. Tick on Vendor Center.
  3. Refer to the Vendors tab.
  4. Double-click on the vendor's name.
  5. From there, you'll be able to see the Additional Info tab.

I've attached a sample screenshot for reference: 

 

To give more details about editing and merging vendor's information in QuckBooks Desktop, you may refer to these resources:

You can count on me if you have any other questions. I'm always ready to help. Have a great day!

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