ACH Vendor

Hello @PJ281,

At this time, there isn't an option to identify your vendors base on the method of paying them when writing your checks. You'll want to consider manually identifying them as what you have been doing.

Here's an article you can read to learn more about writing a check: Create, modify, and print checks.

But don't worry, I'll pass along your request to our developers so they'll know of your need to automatically identify your vendor's payment method. For updates, you can always visit the following articles below:

• QuickBooks Resource Center
• Firm of the Future

Lastly, I've also included this helpful article in case you wanted to create recurring checks for your vendor payments: Create an automatic recurring payment (check) to a vendor.

Should you need any additional assistance while managing your chart of accounts, you can leave a comment below. I'll be sure to get back to you.

Is there any updates on this topic?

This is pretty elementary and its extremely frustrating that QB Desktop does not have the capabilities of assigning vendors with a default payment method.

If I am recording an ACH payment made to our Vendor, I should be able to go to the Vendor's Pay Bills - Select Vendors setup to receive payments via Check / or Credit Card / or ACH. When ACH is selected, the bills open to pay should only show ACH Vendors with open invoices due. Same goes for the other methods of payment.

If this feature is available please let me know how I can get this setup to work with our account.

Thanks,

Morgan

We're taking notes of your feedback and suggestion, Morgan.

The option to sort the vendor on the Pay Bills screen by payment method is currently unavailable.

I understand that this option can help your work easier. Please know that all suggestions are being considered by our product engineers based on the volume of requests and their influence on the user interface before they are implemented.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, please follow the steps below:

1. Open your QuickBooks Desktop company file.
2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
3. Enter your feedback and click Submit.

You might also want to run and customize vendor reports in QuickBooks Desktop. This will help you review the expenses and accounts payable you've created.

Keep in touch if you need any more assistance paying bills to your vendor. I've got your back.

I know this is an old post but I was having the same issue and finally decided to set up new payment terms to distinguish between the check and ach vendors.  Example:  For Net 30, I have:

Net 30

Net 30 - ACH

Net 30 - CC

I have updated all vendors with the appropriate terms for each so I know which ones accept credit cards, ACH, and the standard N30 is for check vendors.

Is there any field we can use to bring into the Unpaid bills report? We tried using vendor type, but it doesn't populate on the unpaid bills report.

I can share some information about the report that you're trying to generate, @CharC.

When you run the Unpaid Bills report, you can go to the Filters button to set or choose the Vendor Types that you'll include in the report. However, the option to display it in the report by adding it as a column is currently unavailable. That will be a great addition to the current features that we have. 

I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.

Here's how:

1. Select Send Feedback Online from the Help menu.
2. Click the Product Suggestion from the drop-down menu.
3. Fill out the on-screen instructions in the QuickBooks Feedback window.
4. After that, click Send Feedback.

Check out this article for more information about customizing the data, adding or deleting columns and personalizing the font and style of the report: Customize reports in QuickBooks Desktop.

Here's a guide to assist you export reports from QuickBooks Desktop to Excel: Export reports as Excel workbooks in QuickBooks Desktop. 

Please let me know if you have any other queries concerning reports. I'm always happy to lend a hand in any manner I can. Enjoy the remainder of your day!