Skip to main content
January 9, 2024
Question

Can I edit a vendor record?

  • January 9, 2024
  • 1 reply
  • 0 views
I want to automate the category for a specific vendor.

1 reply

January 9, 2024

Hello there, @hcoffin1. Allow me to share some information about your vendor.

 

Yes, you can change the category for a specific vendor. 

 

Here's how:

 

  1. Go to Expense, then choose Vendors.
  2. Click the vendor name you want to edit.
  3. Select the Vendor Details, then click Edit.
  4. Scroll to the Accounting section and select your desired category in the dropdown.
  5. Hit Save.

 

Please note that any changes made will only be applied to your future transactions and won't affect the past ones. 

 

Moreover, if you're pertaining to other things, more details will be helpful for us to give you the resolution you need.

 

Additionally, you can check this helpful article on managing your vendor transactions: How to view and edit vendor transactions in QuickBooks Online.

 

Please let me know if you have any other questions or concerns regarding your vendors. I'm here to assist you. Have a great day!