QBO certification Exam

Hello there, @New Bookkeer.

Assigning an existing item to a preferred vendor can be done in a few steps.

First, make sure you have a QuickBooks Online Plus. This ensures the Preferred vendor option is visible in your QuickBooks company. 

To complete the task, follow these steps:

1. Go to the Gear icon in the left-hand corner.
2. Select choose Products and Services.
3. Find the existing item on the lists. 
4. Then, click Edit under the Action column.
5. Click the Preferred Vendor drop-down arrow and select a specific vendor.
6. When you're ready, pick Save and close.
   

Also, I've got some articles about setting up product and service items you buy and sell:

• Add product and service items to QuickBooks Online.
• How to add a preferred vendor and create a purchase order using that preferred vendor.

I'll be around whenever you need assistance. I'll make sure to provide the details you need. Stay safe and have a good one, New Bookkeer.

Hi New Bookkeer,

Hope you’re doing great. I wanted to see how everything is going about assigning a preferred vendor to product items. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Is there any way to sort products by preferred vendor?  I'd like to be able to see a list of the products we get from any particular vendor, but we don't use purchase orders...

Glad to have you here today.

Yes. You can see a list of sorted products by vendors in QuickBooks Online (QBO) by running a Purchases by Product/Service Detail report. Allow me to guide you on how.

Reports help you get insights into the different areas of your business, including your products and services. 

To run a report:

1. Go to Reports.
2. Search for Purchases by Product/Service Detail report.
3. You may also click Customize to display only the necessary information. 
4. Once done, click Run report.

Furthermore, you may memorize a report in QBO to save its current customization settings. This way, you'll have easy access to your most frequently used reports. 

Let me know if you have any follow-up questions about managing your products and services. I'm always available anytime to lend you a helping hand. Take care, and have a wonderful day!