Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

I'd like to add a "notes" field to vendor bills for internal use.  It could be a column on the bill or is could be similar to the "notes" option on a customer invoice.  Is this possible?

5 Comments
QuickBooks Team

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

Hi there, @RKN.

 

 I'll guide you on how to add notes on your vendor that will show in the bill. 

 

  1. Go to the Vendors menu, then select Vendor Center.
  2. Click the name of the Vendor.
  3. Click the Notes tab.
  4. At the bottom, click the Manage Notes button.
  5. Choose Add New.
  6. Enter the note and click OK.

Capture10.JPG

Capture0.1.JPG

Capture12.JPG

Capture13.JPG

Capture14.JPG

 

I’ve added a screenshot for your reference, RKN. Let me know if you have additional questions. I'm always here to help. Have a good day!

Level 1

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

Thank you for your reply - it is very detailed and helpful.  I am running into an issue though because on Step 4 is indicates that I should choose "Manage Transaction" but the only option I have in that drop-down box is "Manage Note".  I don't think this functions the same as "Manage Transaction", correct?

QuickBooks Team

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

Yes, both have different functions, RKN.

 

You can see Manage Transactions in the Transactions tab. It lets you manage or record the vendor's transactions. Although, when you go to the Notes tab, there you can see the Manage Notes button. It's where you can create notes for the vendor.

 

I'll also include this reference about Accounts Payable workflows in QuickBooks Desktop. This will help you track the money you owe your vendors. 

 

If there's something else that I can do for you, please feel free to let me know. 

Level 1

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

Thank you for your responses.  Maybe I'm just being picky, but I would like to have this "notes" section added to a vendor bill, just as it is on a customer invoice.  Is this possible?  

Capture.JPG

QuickBooks Team

How can I add a "notes" option to vendor bills- similar to the "notes" option on a customer invoice?

You’re always welcome, @RKN.

 

Yes, you can add notes to a vendor bill just like on the customer invoice. You'll want to select the pencil icon in the Note section to enter the details.

 

Here’s how:

 

  1. Select the Vendors at the top.
  2. Click Enter Bills.
  3. Enter other information.
  4. Select the pencil icon and enter the Notes.
    Note.PNG
  5. Hit Ok and Save.

I have here a link that you can use moving forward. In terms of expenses and accounts payable, you have the option to customize them based on your needs: Customize vendor reports.

 

I'm always here whenever you need help. Take care.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us