vendors

Hello, lrhmail451.

Thanks for dropping by again in the Community space. I'll make sure to address your concerns regarding your vendors, and about purging your data from QuickBooks. 

There's actually an easier way to inactivate your vendors in batches within QuickBooks. You'll want to use the Batch actions button to do this. Here are the detailed steps: 

1. Go to the Vendors page. 
2. On your vendors list, check the boxes (on the left side) for the vendors you want to inactivate. 
3. Click the Batch actions button.
4. Select Make inactive. 
5. On the prompt, hit Yes.

I should also mention that we're unable to set vendors to inactive using the Excel method. There's no column or filter to mark them as inactive on the spreadsheet. If you try to import the data to QuickBooks, the vendors will be duplicated. 

For your second concern, are you trying to separate vendors with credit card as a payment method from the ones that only use bills or vendor invoice on the Vendors page? 

We're unable to separate them within the Vendors page since the data only shows the vendor information, and not the transaction types. 

If you're trying to see and separate vendors with credit card transactions from the ones using bills using a report, you can do it through Transaction List by Date report. 

Here's how to do it: 

1. Go to Reports, then type "Transaction List by Date" in the search box. 
2. Click the Customize button.
3. Expand the Filter button. 
4. Check Transaction Type, then select only the expense forms where credit card payment method is used. 
5. Check the Name, then select the vendors. 
6. If you need to see the credit card payment method, expand Rows/Columns then check Payment method.
7. Click Run report.

If you want to see the vendors with bills only, check Transaction Type then select only the Bill option for the Filters. 

After customizing the filters, make sure to set the Group by to Vendor and ensure the Report period data is correct. 

Need more help customizing the report? Check out this article for a guide: Customize reports in QuickBooks Online. 

I'll add this article in case you need help managing your vendors in QuickBooks: How to add and manage vendors in QuickBooks Online. 

About the purging, there's a way to do it in QuickBooks Online. The purging process depends on how long you've been using QuickBooks and what your current subscription plan is. 

The process only works in Essentials, Plus or Advanced, and if you've subscribed to the plan in less than 60 days. 

If you're using Simple Start, or if your QuickBooks Online subscription is more than 60 days old, consider canceling your current plan and sign up for a new one. 

Do you need help creating a report that shows the overall performance of your business by getting data from transactions? Check out this article for a guide: View and edit Management Reports in QuickBooks Online. 

Drop by again if you have more concerns about your vendors. Do you have any questions about your customers, lists, and reports? Let me know and I'll gladly help you out again. 

yes i know 

but thats still toggling them one at a time

doing it by export and import     you can sort them out and toggle all the ones you don't want by copy paste a check mark or whatever is the symbol for inactive vendor and import them back in

hey i was thinking could the people of QBO put filters on the vendors that way we could use the process already in place by toggling them in batches  and it would be great  (one filter being are there any transactions in a 365 day period)

It would be great to add the filter option to QuickBooks Online so you can select vendors in batches, @lrhmail451. I'm here to guide you on what to do.

Right now, the option to include the filter option is unavailable. I recommend sending us feedback about it. Your helpful suggestions will be shared with our Product Development team to help them enhance your QBO experience. I'll share with you the steps to send it:

1. Click on the Gear icon, then choose Feedback.
2. Type in your product suggestions. 
3. Hit Next to submit feedback.

Furthermore, you can review feature request updates by visiting our webpage: QuickBooks Online Feature Requests.

I'm also adding this handy article on how you can handle vendors in QBO: How to add and manage vendors in QuickBooks Online.

Please feel free to leave a comment below if you need anything else regarding vendors or QuickBooks in general. We're here to back you up. Have a good one and keep safe!