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Is there a way to categorize vendors?

I would love to create reports based on the vendor category (office supplies, shipping supplies, website, wholesale merchandise, utilities etc).  Is there any way to do that.  
It would also be nice to find someone I need to contact - sort of like a phone contact list grouped by category.
3 Comments
QuickBooks Team

Re: Is there a way to categorize vendors?

Hello there, cipgifts!

 

I'm glad to see you in the Community! I have some details to share with you about creating vendor reports in QuickBooks Online. 

 

I see you've tagged this question as QuickBooks Online, but currently, the program doesn't have a specific field where you can enter a category when creating vendors. You're only able to categorize the customers by type. 

 

To ensure we are on the same page, are you referring to the expenses incurred under those vendors? Any additional information or screenshots you can provide will help us figure out which report we need to run. 

 

For your second concern, you can run the Vendor Contact List report to view the phone numbers of your suppliers. However, there isn't a way to sort them by category. 

 

Here's how you can pull up the report:

  1. Go to Reports in the left navigation panel.
  2. Scroll down to the Expenses and Vendors section. 
  3. Locate and open the Vendor Contact List report. 
  4. If there is other information you need, click the Customize button.
  5. Then, choose Run Report.

I've added an article below for more details on how to customize reports:

 

How to customize reports 

 

That should do it for now!

 

Please keep in touch with me here so I can address all of your concerns. Thanks for coming to the Community, wishing you continued success in all that you do

Not applicable

Re: Is there a way to categorize vendors?

I want to see the vender and the category   sometimes  I add a vender and do not use it for another year  and I forget what category i used before  is there a way I can print the vendor and their category 

 [email address removed]

Moderator

Re: Is there a way to categorize vendors?

Good day, ruthjb.

 

You can pull up and print the Expenses by Vendor Summary report in QuickBooks Online (QBO). This report will show you the last categories used for a specific vendor.

 

Here are the steps:

  1. Go to Reports.
  2. Enter Expenses by Vendor Summary in the search field and click on it to open.
  3. Set the date under the Report period.
  4. Then, click on Run report.
  5. Locate the vendor and click on the amount to open the Transaction Report page.

I've attached some screenshots for reference.1.PNG

 

2.PNG

 

3.PNG

I'm linking an article that will help you in the future: Vendors overview.

 

Reach out to me if you have any follow-up questions. I'm here to help further. Have a great day.

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