Level 1

How do you add a vendor type on QuickBooks online?

 
Moderator

Reports and accounting

Hello linkstudio,

 

Currently, we're unable to add a vendor type in QuickBooks Online. I'd recommend letting our Product Development Team know about your idea. You can click the Gear icon in the upper-right corner and select Feedback.

 

Temporarily, you can use the Other field in the Vendor Information to indicate the vendor type.

  1. Select Expenses on the left menu and go to the Vendors tab.
  2. Click the New vendor button or select the existing vendor profile.
  3. If you select the existing vendor profile, you can click the Edit button.
    If you click the New vendor button, enter the vendor details.
  4. In the Vendor Information window, enter the vendor type in the Other field manually.
  5. Click Save.

I'd appreciate your feedback and let me know if you need anything else.

Level 1

Reports and accounting

Hello - Iam wondering once you have "other" inputted is there a way to run reporting on that? Looking to run unpaid bills report with and filter on the "other" categories. I will be using utilities, freight bills, etc.. Thank you
QuickBooks Team

Reports and accounting

Hello, @B Funk.

 

Thanks for joining this thread. Let me share some insights about the Unpaid Bills report in QuickBooks Online (QBO). 

 

Currently, QBO doesn't have an option to customize the Unpaid Bills report to show the "Other" categories on the vendor's information. In the meantime, you can export the report to excel, and from there you can manually add the details you need. 

 

Here's how to export the Unpaid Bills report to Microsoft Excel:

  1. In the left tab menu, click Reports.
  2. Search for or select Unpaid Bills.
  3. On the form, select the Export icon. Then click Export to Excel.
  4. Save the file somewhere you can easily find it, like your Downloads folder or your Windows desktop.

For additional reference, you can visit these articles to know more about the basic reports in QBO and how to customize it:

I also make sure to take note of your request and will inform you once we receive a product enhancement update about this option. 

 

Don't hesitate to leave a comment below if you have any other questions about QuickBooks reports. I'll be around to help. Have a good one.