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loopyn990
Level 1

Hello, I am thinking of going from QB Desk Top to Online. Is there away to enter a Vendor Type? I usually take my AP reports by vendor type?

 
2 Comments 2
jamespaul
QuickBooks Team

Hello, I am thinking of going from QB Desk Top to Online. Is there away to enter a Vendor Type? I usually take my AP reports by vendor type?

How are you doing today, loopyn990? I hope you're enjoying the weekends! 

 

I'll show you a way on how you can add a vendor type in QuickBooks Online. 

 

Yes, adding Vendor types is available in QuickBooks Online (QBO) Advanced. This feature is unavailable in other Online versions (Plus, Essentials and Simple Start).

 

When you move to QBO and subscribe for the Advanced version, here's how you can enter a vendor type: 

 

  1. Go to the Expenses menu, then click the Vendors tab. 
  2. Add a vendor (by clicking the New vendor button) or open the profile of an existing one.
  3. In the vendor's profile overview, click the Edit button.
  4. The Vendor Information window will open. Scroll down and click the + Add custom field link.
  5. Enter a name and select a type. 
  6. Check the other boxes if necessary.
  7. Once done, hit Save

 

AddVNDtype1.PNG AddVNDtype2.PNG

AddVNDtype3.PNG

 

You can manage your custom fields (vendor, transaction and customer types) by going to the Gear icon, then selecting All lists. Choose Custom Fields then add, edit or inactivate a field. More details can be found here

 

If you need help transferring your data from the Desktop to the Online version, I'd recommend reading these articles:

 

After moving to QuickBooks Online, the articles here can help you manage your vendor's bills and other expenses: Pay expenses and bills.

 

You'll also want to check our support page with the articles if you want to learn the ropes in QBO.

 

Here's an example of what an AP aging report looks like in QuickBooks Online: 

 

APagingExp1.PNG

 

You can ask any other questions regarding QuickBooks Online. You can also add follow-up concerns when you migrate from the Desktop to the Online version. 

Fiat Lux - ASIA
Level 15

Hello, I am thinking of going from QB Desk Top to Online. Is there away to enter a Vendor Type? I usually take my AP reports by vendor type?

@loopyn990 

As additional note, if you have to open a new QBO account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

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