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TAMMY9524
March 20, 2020
Question

SAVING A CATEGORY WITH EACH VENDOR

  • March 20, 2020
  • 1 reply
  • 0 views

I recently switched from desktop to online.  When the data was transferred some of it did and some didn't like vendor addresses, phone numbers and the vendor category.  If you can only save vendor categories by creating a memorized transaction why are some already there from QBs desktop??  There must be another way, certainly QB's wouldn't overlook something so important.  Any advice would be appreciated.  Thanks:)

1 reply

Ashley H
Ashley H
March 20, 2020

Welcome to the Community, @TAMMY9524.

 

Here's a Community Article that provides more details about what information gets imported into QuickBooks Online from QuickBooks Desktop: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

I'm here to help you get your Vendor's Information into QuickBooks Online. We can export your Vendor List from QuickBooks Desktop into an Excel spreadsheet then convert it into QuickBooks Online. No worries, I'm walking you through every step of the way. Let's begin:

 

Step 1: Getting the Vendor List

  1. Open QuickBooks Desktop.
  2. Go to Reports on the top menu, then Vendors & Payables > Vendor Contact List.
  3. Click on Customize Report at the top-left of the window.
  4. Take away or add any columns that you need: Vendor Address, Phone Number, etc.
  5. Hit OK.

Step 2: Export Report to Excel

  1. Click on the Excel drop-down menu at the top of the report window.
  2. Select Create New Worksheet.

Step 3: Save the Excel Spreadsheet in your files

  1. Go to File at the top-left of the worksheet, then Save As.
  2. Enter in the information so you can easily locate it.

Step 4: Upload the file to QuickBooks Online

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon at the top-right of the page, then Import Data.
  3. Click on the Vendor tile.
  4. Browse for your Excel file.
  5. Follow the steps to upload.

This should put you on the path of getting your Vendor Information into QuickBooks Online. Here are a few Community Articles that you may find helpful:

Let me know how this goes for you. If you need further assistance, just know that I'm only a Reply away! Have a great day.

T
TAMMY9524Author
March 23, 2020

Hi Ashly, thank you for the reply.  I don't have a problem with the addresses, I know I can enter them and then save them.   My issue is with the saving the category for each vendor.  So when I enter a new bill for a specific vendor I don't have to memorize the chart of accounts number.  Any solutions?

 

Thanks,

Tammy 

    Candice C
    Candice C
    March 23, 2020

    Good Afternoon, @TAMMY9524. 

     

    I hope your week is going well so far. After researching your question further, I've discovered that the option to save a category to a vendor isn't available at this time. However, I'll send feedback to our Product Developers so they can consider this feature in a new release for QuickBooks. Developers take the time to look over all request and try to make the product better and easier to navigate through for every customers. Here's an extra link that may come in handy: Categorize online bank transactions in QuickBooks Online.

     

    Let me know if there's anything else I can help you with. Wishing you continued success. Enjoy the rest of your week. 

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