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April 2, 2021
Question

In the payee field the only options are Customer, Supplier and Employee. How can I include Shareholder?

  • April 2, 2021
  • 1 reply
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1 reply

MichelleBh
April 2, 2021

Hello, @clemens.

 

I'm here to guide you on how to add shareholders as one of the payee options in QuickBooks Online. 

 

To include the shareholder named in the payee drop-down, you can add the data to either supplier, employee, or customer. Let me show you how.

 

For Supplier: 

 

  1. Go to the Expenses tab on the left side. 
  2. Click New supplier
  3. Complete the required information. 
  4. Tap Save.

 

For Employee: 

 

  1. Click the Employees button on the left pane. 
  2. Select Add an employee
  3. Enter the necessary data in the field. 
  4. Tap Save


For Customers: 

 

  1. Tap Sales, then choose Customers
  2. Click New customer
  3. Write their personal information. 
  4. Click Save.

 

Once done, go back to the transaction form and you can now select the shareholder named in the payee field.

 

Also, you can always access any reports in your account to track and review your shareholder transactions. Then customize it to display the precise details. 

 

I'm also attaching this article about handling client's data, transactions, and other topics: Help Articles.

 

Feel free to leave a message if you have further questions about your shareholder. I'm willing to help. Be safe.