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April 20, 2023
Question

How can I add a suppliers bank details

  • April 20, 2023
  • 1 reply
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1 reply

April 20, 2023

Good day, @sandra.bowers

 

For now, the option to add a supplier's bank details is unavailable in QuickBooks Online. I can see how ideal to have this kind of feature in the Online product.

 

As a workaround, you can add their banking info in the Notes section on their profile. Here's how:

 

  1. Go to the Expenditures menu and select Suppliers.
  2. Click the name of the supplier, then select Edit.
  3. Go to the Notes and attachments section and add their bank details in the Notes field.
  4. Select Save.

 

Another option is to find an app that helps us in handling information. We can look for a third-party app by going to this link: https://apps.intuit.com/app/apps/home

 

Please let me know if you have other questions. I'll be around to assist you. Hope you're well and safe!