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cs45
Level 2

Is there a way to create custom payee types in Quickbooks Online?

Quickbooks Desktop had "Other", but all my "Other" payees ended up as "Vendors" when I imported into Quickbooks Online. None of the existing types (Customer/Vendor/Employee) is appropriate.
Solved
Best answer August 21, 2020

Best Answers
Candice C
QuickBooks Team

Is there a way to create custom payee types in Quickbooks Online?

Hey, @cs45

 

I hope your day is going well so far. In QuickBooks Online, there isn't an option to select "Others." The system is designed to only take Vendors, Customers, Employees, or Contractors. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. 

 

You can check out our QuickBooks Blog to see what's new in the product. 

 

If you have any questions, please don't hesitate to ask. I'm always here to lend a helping hand. Have a great day!

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6 Comments
Candice C
QuickBooks Team

Is there a way to create custom payee types in Quickbooks Online?

Hey, @cs45

 

I hope your day is going well so far. In QuickBooks Online, there isn't an option to select "Others." The system is designed to only take Vendors, Customers, Employees, or Contractors. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. 

 

You can check out our QuickBooks Blog to see what's new in the product. 

 

If you have any questions, please don't hesitate to ask. I'm always here to lend a helping hand. Have a great day!

View solution in original post

JYcebu
Level 2

Is there a way to create custom payee types in Quickbooks Online?

So which type do I put my water, electricity, internet bills?? Isn't it just common sense to have Other?

GraceC
QuickBooks Team

Is there a way to create custom payee types in Quickbooks Online?

Hello there, @JYcebu.

 

You can use Vendors to enter your water, electricity, internet bills in QuickBooks Online. Here's how:

  1. Go to the Expenses from the left menu, then Vendors.
  2. Select New Vendor.
  3. Complete the fields in the Vendor Information window.
  4. Hit Save and close.

You can check out these links to guide you in managing bills in: 

I'm here to help if you have any other questions. Thanks for coming to the Community.

swlbill7
Level 1

Is there a way to create custom payee types in Quickbooks Online?

Yes, please send the suggestion up.  Investors are neither Employees, Customers nor Vendors.  This limits Quickbooks online to lower level companies.  I don't think that Intuit wants to do that if they want to sell their product...

 

CO-ALU SX
Level 1

Is there a way to create custom payee types in Quickbooks Online?

Hi. I had a trucking company render me their services and im not sure how to post the expense (receipt)... do i enter them as a supplier ? i tried entering them as that but then QB asks me to select a service which wont be correct because the services in the drop box are my servics...

MarsStephanieL
QuickBooks Team

Is there a way to create custom payee types in Quickbooks Online?

Hi there, @CO-ALU SX.

 

You can create a service exclusively for your vendor only or create a specific account to categorize the expenses properly. Here's how to create a service item:

 

  1. Go to the Sales menu and select Products and services.
  2. Select the New button and choose Service.
  3. Enter the details and tick the box I purchase this product/service from a vendor.
  4. Enter the Expense account.
  5. Verify the details, select Save and close.

 

I've included this reference page for more information about managing products and services: Adding Products and Services, Customers, and Vendors to Lists.

 

Once done adding a service item, you can continue creating the expense transaction. You can refer to this article: Enter, edit, or delete expenses in QuickBooks Online.

 

You may consider checking out this article in case you want to track the sales or expenses in your business: Run reports in QuickBooks Online.

 

I'll be here if you have other questions about QuickBooks. Feel free to tag my name in the comment section to let me know. Take care.

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