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

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

Note: This feature is only available in the latest version of QuickBooks Desktop Enterprise 2024.

Add a vendor field to sales forms

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

1. Go to Customers, then select either:
   • Create Estimates
   • Create Sales Orders
   • Create Invoices
   • Enter Sales Receipts
2. Select the Formatting tab, then select Customize Data Layout.
3. Select the Columns tab.
4. Find Vendor in the list, then select the Screen and Print checkboxes. 
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 Edit, then select Preferences.
2. Select Items & Inventory, then select the Company Preferences tab.
3. Select the Inventory and purchase orders are active checkbox, then select OK.
4. Select OK again.
5. Go to Reports, then select Report Center.
6. You can either:
   • Select Purchases, then select the Purchases by Vendor Detail report. 
   • Select Sales, then select the Sales by Customer Detail report.
7. Select Customize Report, then select the Vendor checkbox from the COLUMNS section.
8. Select OK, then select Refresh.