Creating a Vendor Sub-Account

Creating a vendor sub-account is essential in ensuring your transactions are categorized correctly, Karen. I'm here to provide details about this option and an alternative way to achieve it.

Creating a vendor sub-account is essential in ensuring your transactions are categorized correctly, Karen. I'm here to provide details about this option and an alternative way to achieve it.

The functionality to use sub-accounts for vendors in QuickBooks Online(QBO) is currently unavailable. As a workaround, I recommend using the account numbers of similar vendors. This option will group your vendor's list so you can locate and identify the transactions.

For instance, if you have three ABB accounts with different account numbers, you can add the vendor names as follows:

• ABB #1234
• ABB #4567
• ABB #7891

Moreover, you can view the balances for every sub-vendor and its total at the bottom by running and customizing the Vendor Balance Detail report. Here's how:

1. Go to Reports 
2. Type Vendor Balance Detail in the Search bar to pull up the report.
3. Click Customize.
4. Set the appropriate Report period range and then select Filter.
5. Under the Vendor drop-down list, choose the vendors you want to include in the report.
6. Hit Run report.

I've added this article to help you access and modify your previously entered vendor transactions in QBO. It'll ensure your record is accurate: How to view and edit vendor entries in QBO.

Additionally, you can read this resource to save your current report customization for future use: Memorize reports in QuickBooks.

You can add a comment on this thread anytime you need assistance tracking your vendors or creating transactions for them in QBO. I'm still here to help you out. Best wishes! 

The functionality to use sub-accounts for vendors in QuickBooks Online(QBO) is currently unavailable. As a workaround, I recommend using the account numbers of similar vendors. This option will group your vendor's list so you can locate and identify the transactions easily.

For instance, if you have three ABB accounts with different account numbers, you can add the vendor names as follows:

• ABB #1234
• ABB #4567
• ABB #7891

Moreover, you can view the balances for every sub-vendor and its total at the bottom by running and customizing the Vendor Balance Detail report. Here's how:

1. Go to Reports 
2. Type Vendor Balance Detail in the Search bar to pull up the report.
3. Click Customize.
4. Set the appropriate Report period range and then select Filter.
5. Under the Vendor drop-down list, choose the vendors you want to include in the report.
6. Hit Run report.

Additionally, I've added this article to help you access and modify your previously entered vendor transactions in QBO. It'll ensure your record is accurate: How to view and edit vendor entries.

You can add a comment on this thread anytime you need assistance tracking your vendors or creating transactions for them in QBO. I'm still here to help you out. Best wishes!