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YogeshChindarkar
Level 1

Tax ID to reflect in QB reports

How do I pull out vendor master report reflecting TAX ID? Currently the tax ID field is coming into some long codes instead of reflecting the actual tax ID?

Solved
Best answer January 16, 2025

Best Answers
KimberlyS
QuickBooks Team

Tax ID to reflect in QB reports

You can switch to the classic view to add a Tax ID column, Yogesh. I'll be pleased to provide the step-by-step process to ensure you can have the data you need.

 

In QuickBooks Online, you can generate the Vendor Contact List report to get a list of your vendors in one place, including their information. However, the data that can be reflected will depend on the view of your reports. One is the vendors' Tax ID, which is only available in the Classic view.

 

Here's how to switch your reporting experience:

 

  1. Head to Reports in the left pane, then choose the Standard tab.
  2. Use a keyword or enter Vendor Contact List in the Find report by name field.
  3. Select the report to open it.
  4. Click the Switch to classic view in the upper right corner.

 

 

After that, you'll want to proceed to these steps to customize your columns to reflect your vendors' Tax ID:

 

  1. Once in the Classic view, select the small Gear icon.
  2. Choose the Show More dropdown and tick Tax ID.

 

 

For more information, refer to this material: Customize reports in QuickBooks Online.

 

Moreover, memorize  your report to save its current customization settings for future use. If needed, you can send them via email at your preferred frequency.

 

Furthermore, please check out our QuickBooks Live Expert Assisted team if you need further help identifying the report you can generate depending on your business needs. They can also assist you in understanding how each of them works and the data it contains.

 

You can expect us to address any future concerns about modifying reports in QuickBooks Online. Kindly post your inquiries directly on this thread, and we'll equip you with all the required data and resources.

View solution in original post

3 Comments 3
KimberlyS
QuickBooks Team

Tax ID to reflect in QB reports

You can switch to the classic view to add a Tax ID column, Yogesh. I'll be pleased to provide the step-by-step process to ensure you can have the data you need.

 

In QuickBooks Online, you can generate the Vendor Contact List report to get a list of your vendors in one place, including their information. However, the data that can be reflected will depend on the view of your reports. One is the vendors' Tax ID, which is only available in the Classic view.

 

Here's how to switch your reporting experience:

 

  1. Head to Reports in the left pane, then choose the Standard tab.
  2. Use a keyword or enter Vendor Contact List in the Find report by name field.
  3. Select the report to open it.
  4. Click the Switch to classic view in the upper right corner.

 

 

After that, you'll want to proceed to these steps to customize your columns to reflect your vendors' Tax ID:

 

  1. Once in the Classic view, select the small Gear icon.
  2. Choose the Show More dropdown and tick Tax ID.

 

 

For more information, refer to this material: Customize reports in QuickBooks Online.

 

Moreover, memorize  your report to save its current customization settings for future use. If needed, you can send them via email at your preferred frequency.

 

Furthermore, please check out our QuickBooks Live Expert Assisted team if you need further help identifying the report you can generate depending on your business needs. They can also assist you in understanding how each of them works and the data it contains.

 

You can expect us to address any future concerns about modifying reports in QuickBooks Online. Kindly post your inquiries directly on this thread, and we'll equip you with all the required data and resources.

YogeshChindarkar
Level 1

Tax ID to reflect in QB reports

Thanks a lot Kimberly, thats what I want. Yipee!!

Kevin_C
QuickBooks Team

Tax ID to reflect in QB reports

You're most welcome, @YogeshChindarkar.

 

I'm happy to know that my colleague, @KimberlyS, was able to resolve your concern about obtaining the vendors' reports with their respective Tax IDs.

 

If you have additional questions about exporting reports in the program, just post them here again. We'll be pleased to help you further. Have a great day ahead.

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