Vendor Contacts

RCV:

VERY thorough answer!  Yes, I found all that and it works (though there's a delay in updating the Contact List for some odd reason).

I searched every field in the Vendor Information page, but never looked below the bar (where it defaults to Transactions)!  LOL, joke's on me.

Thanks for your help, really appreciate it.

MarshallA:

Yes thanks, I found that and it works (although for some odd reason, there's a delay in updating the Contact List ).

Checked every field in the Vendor Information page, but never looked below the bar (where it defaults to Transactions)!  LOL.

Thanks for your help, really appreciate it.

Ron K

I bought a self-employed quickbooks tax package on Feb 19, Due to my old computer is window 7. I cant download it. Now I bought a new laptop with window 10. How can I download my tax package now

I appreciate you for using QuickBooks Self-Employed (QBSE), @eddiehsu.

QBSE uses an online platform and is a cloud-based software. Regardless of your windows version, you can access your account through selfemployed.intuit.com/login. Ensure your browser meets the 

system requirements for a smooth process.

However, if you’re referring to downloading and exporting your tax info to TurboTax, you can refer to the steps outline in this article: How to export your tax info from QuickBooks Self-Employed to TurboTax.

I’ve also added these links that you can read for future reference:

• Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live
• QuickBooks Self-Employed annual tax guide

Let me know if there’s anything else you need help with managing your taxes. I’ll be around to help and back you up. Keep safe.

What's the difference between double clicking on the Vendor and putting the contact information into that screen vs. going through the Manage Contacts in the Vendor Information screen?  Is it as simple as using the Vendor Information screen to add multiple contacts?  Where as the other screen only has room for 1 contact?

Good morning, @DanSandler. 

Thanks for joining in on this thread. 

Yes, you're on the right track! 

When double-clicking on one vendor, you'll only have room for one contact. However, with the "Manage Contacts" option, you can enter multiple contacts due to the menu. 

If you have any other questions, don't hesitate to ask. We're always here to have your back. Bye for now!

My administrator can not figure out how to give me permission to modify (create/edit) vendor contacts.  I am able to select "Add New Vendor Contact" and fill out all the pertinent information, however when I select "save" it tells me I do not have permission to add/edit vendor contacts.  She has been trying different things for 3 months now and still no luck.  Can you advise how she can make this change?

Thanks for sharing your concern in this thread, @BTLAK. I'd be delighted to help you gain permission to modify vendor profiles in QuickBooks Desktop (QBDT).

Your administrator can simply edit the level of permissions that allow you to create or edit vendor contacts in QBDT. However, this option is available in QBDT Enterprise Platinum, Diamond, and Accountant versions.

You can let them follow these steps to grant you access:

1. Go to the Company menu, then Users, and Set up Users and Roles.
2. Choose the Role List tab and select either New or click Edit for an existing role.
3. From Areas and Activities, tap Centers and select Vendor Center.
4. Place a checkmark on either Full or Partial.
5. Select OK to save the role.
   

For more details about this process, please refer to this article: Create data level permissions in QuickBooks Desktop Enterprise.

After editing your level permission, please ensure that that role is assigned to you as a user. You can review it in this article's Review roles and permissions section to check it: Create and manage users and roles in QuickBooks Desktop Enterprise.

Once done, you can double-check if you can now create or modify a vendor profile. See this sample screenshot:

Please keep me posted in the comments if you have other user management concerns or questions about managing vendors in QBDT. I'm always ready to help. Take care, and have a great day ahead!

Thank you for the detailed reply.  I went into work confident to pass along your instructions and our office manager waited until that evening and made the changes from single-user mode while everyone else was logged off.  I tried the following day and... SAME RESULT.  So, just a couple of things to note that I find strange with regards to this issue and the whole permissions/roles aspect.  

First - Upon changing my permissions this time, she mentioned that I now have every permission that she sees to allow without going all the way to full-access. (Which is not an issue granting me full permission but we would like to figure out how to achieve this correctly for obvious reasons with potential future users needing access to partial rather than full permissions.  Her response to me about going to full-permission was that it is no big deal because the only thing she sees that would really change would be that I would gain the permission to "delete contacts and other vendor information".......Leading me to my following experiment:

My office manager ran the verify and repair the next night and I tried again to add a new vendor contact and received the same error as always (***SEE ATTACHMENT SCREENSHOT).  So next, I attempted to use the "edit contact" option and received the same error response when I pressed Save.  So, the final step for this experiment was to attempt to "delete contact" just for the sake of it.  Annnnd what do you think happened?  Yep, the contact was deleted without even so much as a warning message or anything!!!  I obviously planned this and had the info written down to be re-entered the following day, but honestly after thinking about how odd the results were of my little experiment, it doesn't surprise me one bit.  QB has been nothing but odd and unexplainable in the manner in which it operates.  No disrespect.  This is simply my opinion.

Thank you for your time and efforts.

I am having an error message when I try to add a contact into a vendor profile. 

screen shot attached.

Hey Alex,

I see you are a new user to QB support, so are we safe to assume you are a new QB user and this is your first time attempting to modify contact info?  Or have you been able to successfully modify contact info prior to this and are now for some unknown reason receiving that error message?

I certainly hope someone is able to help guide you the right direction to resolving your problem.  As for me, I have given up.  I spent many many days and nights researching to no avail. I am the purchasing manager of 2 different locations in the 2 largest cities in my state and can't update my vendors contact information. Can't add, edit, nothing. I have to email my office manager, who is an accountant, in order to achieve this. Been with the company now with this issue since day 1 for 8 months!!

Best of luck to you!  People on here are great, very knowledgeable and eager to help ... Just couldn't help me!

Take care