Vendor Groups in Quickbooks online

Welcome to the Community, KVAES50.

I can see how grouping vendors plays a crucial role in streamlining business operations and maximizing efficiency. Allow me to walk you through the process of creating vendor groups and restricting access to certain roles in QuickBooks Online (QBO) Advanced.

Let's utilize custom fields to group vendors together. Here's how:

1. Click the Gear icon. Then, select Custom fields under Lists.
2. Press the Add field button.
3. Enter the following details:
   • Name: Vendor Group
   • Date type: Dropdown list
4. Then, enter as many groups as you want by clicking on Add item.
5. Choose Vendor in the category section.
6. Tick the forms where you want to apply the groups.
7. Hit Save.

Additionally, to limit your vendors' access to specific roles, you must include them as users in your company and assign a role to each of them. When creating a new role, you have the choice to:

• Create a new role and choose what the role can access.
• Choose a predefined custom role, like Sales Manager or Expense Manager.
• Choose from the list of QuickBooks roles, like Company admin or Time tracking only.

If the pre-existing roles don't meet your exact needs, you can easily generate a customized role. Here's a simple guide to help you:

1. Go to Settings, then select Manage users.
2. Select the Roles tab, then select Add role.
3. Enter a Role name and Role description.
4. Select what the user role can access in QuickBooks, then select Save Role.

For more information on creating and managing roles, feel free to check out this article: Add and manage custom roles in QuickBooks Online Advanced

For future use, here's a comprehensive guide on generating reports to get an overview of your business's performance: Run reports in QuickBooks Online.

If you have any other concerns about managing vendors in QuickBooks, please don't hesitate to leave a reply below. I'll be around to lend a helping hand.