I'm thrilled to have you here today, @jbNIS23. I'll walk you through the process so you can track your vendors inside QuickBooks Desktop (QBDT).
Before doing so, I'd like to share some details about the steps provided by my colleague. Upon checking her response, please know the process will only work if you use QuickBooks Online (QBO). That said, the QBDT and QBO program does not have the same interface.
I understand how this feature can save you time and make it easy for you to determine recently added vendors inside your company file. However, the option you're trying to access is unavailable. A workaround for this is to create a custom field and name it Date. Doing this allows you to enter the Date as a determiner of when you've added that vendor to your company.
If you wish to continue with this method, I'll write down the steps below. To get you going, here's how:
- Access your QuickBooks Desktop company.
- Go to the Vendors menu, and then choose Vendor Center.
- Select a vendor, and then click the Pencil icon inside the Vendor Information.
- Go the Additional Info section, and then press the Define Fields button.
- Click an empty section, and then input Date.
- Add a checkmark for Vend section, and then click the Dropdown button to select the type of data you'll enter.
- Put a checkmark for the Trans and List section.
- Once done, click the OK button.
Once done, you'll want to go back to the Additional Info and go to the Custom Fields section. Input the date when you added that vendor to your company file. Repeat the process for all of your vendors so they'll appear in the report.
After this, you'll want to run the Vendor Contact List report and then have it customized. This way, you can add the Date column to your data to make it easy for you to determine when you added them inside the program.
To learn more about modifying reports inside QBDT, feel free to refer to this article: Customize reports in QuickBooks Desktop.
@jbNIS23, please don't hesitate to let me know if you need further assistance doing this. It'll be my pleasure to help you in sorting this out. Stay safe, and have a nice day!
