Level 2

Vendor Contacts

In the Vendor Contact List, several of our vendors have a Primary Contact listed.  Some of these are outdated, others are blank.

 

How/where is the primary contact entered?  I've been through every tab or the Edit Vendor screen; there is no such field.

Solved
Intuit

Reports and accounting

Hello,

 

You actually have to go to the VENDOR CENTER and select the vendor on the left.  Then you can add and change primary contacts. (pic attached)

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QuickBooks Team
QuickBooks Team

Reports and accounting

You are in the right place. Let me guide you on how to enter the Primary Contact details in QuickBooks Desktop, Ronegade.

 

I appreciate you for editing the Vendor profile information. We need to enter the Primary Contact details in the Contacts tab which can be found in the Vendor Information page. Let me show you how:

 

  1. Click Vendors on the top menu.
  2. Choose Vendor Center.
  3. Select a vendor name.
  4. You'll be routed to the Vendor Information page. Then, tap the Contacts tab.
  5. Hit the Manage Contacts drop-down and choose Add New or Edit Selected Contact option. 
  6. Enter all the necessary information in the Contact Details page.
  7. In the Contact Type field, choose the Primary Contact option. You can also choose Additional Contact or Secondary Contact if you need to add another vendor contacts.
  8. Press Save and Close.

Then, run the Vendor Contact List report to see the primary contact information. Just go to Reports on the top menu and choose Vendors & Payables. Then, click Vendor Contact List and you'll see the information in the Primary Contact column.

 

You can check out this article if you need to modify the vendor reports: Customize vendor reports

 

I have a link here that provides you with articles about managing your vendors in your software: Manage your vendors in QuickBooks

 

That should point you out in the right direction today. You can always count on me if you need a had with importing or exporting contact list or any QuickBooks related. Assistance is just one click away. 

View solution in original post

Level 2

Reports and accounting

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.

Level 2

Reports and accounting

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

New Member

Reports and accounting

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

QuickBooks Team

Reports and accounting

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:

 

 

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.