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mizan-beautyboot
Level 1

Can i maintain lots of vendors in QBO? I need a clarifications about this issue.I also need to record aboout all customers.

I need to manage many  vendors and should have record their customer details>How can I manage this on QBO?
1 Comment 1
ChristineJoieR
QuickBooks Team

Can i maintain lots of vendors in QBO? I need a clarifications about this issue.I also need to record aboout all customers.

Yes, you can maintain many vendors and customers in QuickBooks Online (QBO). QuickBooks Online allows you to manage and record details for multiple vendors and customers. Let me show you how, mizan.

 

Before that, may I ask if you encountered an error managing your customer and vendor? This way, I can share the exact resolution to the issue.

 

 

You can add, edit, and organize vendor and customer information within the platform. To manage a large number of vendors and customers in QBO, you can use the vendor and customer centers to input and track their details, including contact information, payment terms, and transaction history. 

 

Here's how to add a customer:

 

  1. Go to Sales, then select Customers.
  2. Select New customer.
  3. In the Customer display name field, enter what you want to display for the customer. (this is a required field)
  4. Then, review each section and enter any other important customer info. 
  5. If the customer is tax exempt, go to the Additional info section and select the checkbox for This customer is tax exempt. Then, select why they’re tax exempt in the Reason for exemption ▼ dropdown.
  6. Select Save.

 

By clicking the Refer to this screenshot below:

 

 

However, if you need to import customers, you can also have it from the New Customer Dropdown and choose either Import Customer. See photo below:

11.png

 

On the other hand, you can follow these steps to add suppliers in one-to-one process.

 

Follow the steps here:

 

  1. Go to Expenses, then Suppliers.
  2. Complete the fields in the Supplier Information window.
  3. Select Save.

 

Nonetheless, if you need to add multiple suppliers, we can have it via Excel and import them into QBO.

 

  1. Go to Expenses and select Suppliers.
  2. Select the small arrow ▼ next to New Supplier.
  3. Select Import suppliers.
  4. Select Browse to find the file from your computer, then select Next.
  5. Pair the fields in QuickBooks with the fields in the Excel file and click Next.
  6. If everything is OK, select Import.

12.png

 

I'm also adding these articles that help you handle your clients and suppliers. A video tutorial is also available in the link:

 

 

Additionally, you can categorize and organize data using tags and custom fields to suit your specific business needs. If you need further assistance while working your list in QBO, the Community team can provide guidance and support.