Step by Step Guide to Using QuickBooks


QuickBooks Vendor Setup

Setting Up Vendors in QuickBooks Online

Like many things in QuickBooks, there are more than one ways to add a vendor to QuickBooks Online. I like to use the Vendor Center, here is how:

Step 1. Go to the Vendor Center, by clicking Vendors in left menu bar.

Step 2. Click New Vendor at top right of screen, and you will be taken to the Vendor Information screen.

Step 3. Enter all your vendor information -

a) Enter vendor’s first and last name

b) At Company enter the vendor’s company name

c) At Display name as you can choose how you want the vendor’s name to display in the vendor list in QBO.

d) At Email enter the vendor’s email address.

e) At Phone Mobile / Fax enter the vendor’s phone and fax numbers. At Website enter the vendor’s website address (optional).

f) At Address enter the vendor’s address.

g) At Notes enter any notes that you want to keep track of for this vendor.

h) At Terms enter the vendor’s payment terms. For example, Net 30 means that payment is due 30 days from the date of the vendor’s bill.

i) At Opening balance you can leave blank. If you are new to QBO and you need to enter a balance owed to a vendor you should enter the vendor bills owed to the vendor.

j) At Account number enter the vendor’s account number. (This is helpful for utility payment, for example. The account number will show up on the memo on the check).

Step 4. Click Save.

If your company is already established and you are setting it up on QuickBooks for the first time, or you are switching from a desktop edition of QuickBooks, you can import your vendor list to QuickBooks Online via excel in csv format. To import your files:

Step 1. First you need to save your vendors list in excel sheet.

Step 2. Then, go to the Gear icon (your company name at top right of screen), and select Import Data under Tools.

Step 3. Click the Vendors icon, then Download a sample file to view a sample Excel file so you can see how to format the file and what fields you need.

NOTE: Be sure to format the Excel file exactly as the sample.

Step 4. Click browse and select the Excel file from the location you saved it to.

Step 5. Click Next at bottom right, then map to data fields in QBO, and click Import. The vendors will now be in your QuickBooks ready to be used.











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