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Where can you store a supplier's bank account details in Quickbooks?
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Hello Community Users, we just wanted to pop in and add a comment onto this thread. While there is not a set place to store supplier bank details there is another space in the product you could utilise for this.
If you go to the supplier itself>in the top right hit on edit> scroll down to notes and attachments.
You have 2 options here; you could write the bank details in the notes and save. That would then show in the top left of the homepage for that supplier. Or you could add an attachment and save. The attachment would then show in supplier details, but you would have to open the attachment to view it.
Just to add if you did use the note option you would then be able to run a supplier contact list report in the reports section. If you had added notes for different suppliers with bank details on each one and wanted to look up multiple bank details for suppliers at once this report would then be helpful. You would just need to customise the supplier contact list by clicking customise in the top right of the report and click on change columns>put a tick in the box with the word note in and then save and run the report.
Any questions let us know, we'd be happy to help in anyway we can.
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