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BernieJ
Level 2

Remove or inactivate certain Vendor Terms

Is there a way to delete or inactivate some of the Vendor Terms.  We want to eliminate some so staff will not select them?  Or is there a way to edit Vendor Terms that were included in the defalts?

 

Thanks,

Bernie

1 Comment 1
Joseph_A
QuickBooks Team

Remove or inactivate certain Vendor Terms

Good day, @BernieJ.

 

I'm here to make sure you can remove or delete vendor terms.

 

Let me guide you how:

  1. Go to the List menu, on the dropdown select Customer and Vendor Profile List.
  2. On the side arrow options, choose Term List.
  3. Under Terms dropdown at the bottom, you have the option to create a new term, edit the existing term, or delete it.

Let me also share with you this article as an additional guide in setting up the terms on your QuickBooks Desktop: Set up payment terms.

 

You can also customize your customize vendor reports in the future.

 

Let me know if there is something I can help you further, enjoy your day and take care!

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