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CCSstjoe
Level 1

Where to add a vendor identification number as well as a name.

We use vendor identification numbers for our vendors to ensure the vendor is the correct one since we have many vendors that have similar names.  How & where would I create this in the vendor master in Quickbooks Online?  

1 Comment 1
Rea_M
Moderator

Where to add a vendor identification number as well as a name.

You can add the vendor identification number beside their Company name in their profile for easier identification, CCSstjoe.

 

In QuickBooks Online (QBO), you can manage your vendor details in the Vendor Center and easily add both vendor names and unique identification numbers. To help you keep vendors with similar names organized, you can include the identification number directly in the Company name field. Here's how:

 

  1. Go to My apps, select Expense & Bills, and then the Vendors menu.
  2. Select the vendor you want to update, then click Edit to open their profile.
  3. Add their identification number beside their name in the Company name field.
  4. Click Save81.png

 

On the other hand, you also have the option to add a Custom field (available for QBO Advanced version) to include the vendor identification number in their profile. 82.png

 

Also, enhance your QuickBooks experience by partnering with our QuickBooks Live Expert Assisted team. With their expertise, you can simplify processes, boost productivity, and receive personalized guidance tailored to your business’s specific requirements.

 

We’ll be right here to assist you further if you need additional help with your vendors and their transactions in QuickBooks.

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