Question

Is there a way to categorize vendors?

Forum|Forum|7 years ago
December 28, 2018
25 replies
97 views

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.

QuickBooks Online

V

VivienJ

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:

Go to Reports in the left navigation panel.
Scroll down to the Expenses and Vendors section.
Locate and open the Vendor Contact List report.
If there is other information you need, click the Customize button.
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

R

ruthjb

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]

JaneD

Level 6

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:

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

I've attached some screenshots for reference.

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.

M

MEREP75

Why doesn’t Intuit just add this feature. It would be so simple - a new field called category that you can put in the reports when you customize them. I am now using Divisions and tagging every invoice to a Division to be able to see my check runs by category, but now I can’t use divisions for what it was meant to be used for. Sometimes software companies really surprise me when they don’t see how a simple change can be so helpful to their users. Since we all pay monthly, Intuit has no incentive unless we change vendors. Is that what we need to do? Further, the report that is being suggested is not useful except in the limited instance where you forgot how you coded a transaction in the first place. That “should” be a rare instance, because the invoice tells you how to code it, not the vendor.

J

JL386

This thread is nearly five years old and Intuit has not managed to add a basic and critical feature such as this is absurd. I did notice that there are custom fields but those can only be added to transactions except for in Online Advanced where they can also be applied to customers and vendors. Custom fields for customers and vendors should not be something that is only limited to Advanced. Advanced with its 25 users is for large companies with more complex needs. Custom fields for customers and vendors is something that most small businesses would need for basic day to day operations. This feature should be available at the essentials level or at a minimum plus level.

A

Archie_B

Level 6

Hi there, JL386.

I recognize how categorizing vendors will benefit your business, especially when pulling up vendor reports.

Thus, I recommend directly providing feedback to our product engineers so that they can look into this suggestion and consider including it in a future update. Here's how:

Go to the Gear icon at the top.
Select Feedback.
Enter your comments or product suggestions.
Then click Next to submit.

Your valuable input goes to our Product Development team in order to improve your QuickBooks Online (QBO) experience. You can keep track of feature requests by using this link: Customer Feedback for QuickBooks Online.

I've added this article to learn more about common custom reports in QuickBooks Online. It includes a few ways you can personalize reports to fit your specific needs.

I'll be here to provide additional assistance if you still have other concerns about vendors and reports.

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