Add a vendor field to sales forms and reports in QuickBooks Desktop

Learn how to add a vendor field to sales forms and reports in QuickBooks Desktop for Windows.

Use the vendor field to connect each sale to a vendor to see where your products and services come from. This makes your records more accurate, improves your reports, and helps keep track of your vendors.

Add a vendor field to sales forms

You can now track which vendor supplied items for each sale to reduce manual lookup.

1. Open a sales form: estimate, invoice, sales order, or sales receipt.
2. Select the Formatting tab, then select Customize Data Layout.
   Note: If you’re using a locked template, select Make a Copy. Select Cancel to continue.
3. Select the Columns tab.
4. Find Vendor in the list, then select the Screen checkbox.
   Note: If the Layout Designer window appears, select OK to continue.
5. Select OK.

Add a vendor field to reports

You can now view and filter your sales and purchase-related reports by vendors to analyze their contributions and trace items.

1. Go to Reports, then select the Report Center.
2. Open the Purchases by Vendor Detail report or the Sales by Customer Detail report.
3. Select Customize Report.
4. From the Display tab, in the COLUMNS section, select the Vendor checkbox.
5. Select OK, then select Refresh.