Vendor Center
- What is it?
- How do I use it?
- Tips and tricks
The Vendor Center gives you access to information about all of your vendors and your transactions in one place. In QuickBooks, a vendor is anyone who you pay for goods and services.
Here you can quickly find vendor contact information, what you've bought in the past, what bills you've paid, the balance you owe, notes you want to keep about a vendor, and more. You can also quickly access transactions such as bills, payments, and purchase orders.
In the default view of your Vendor Center, the Vendor list is displayed on the left side of the Center, and the detail information and transactions list for the selected vendor are displayed on the right. Use the views and icons at the bottom of the Vendor Center to manage your vendor information.
Note: You can click Expand to expand the Vendor list to the full Vendor Center.
Tip: Control-click a vendor name to choose common tasks from a shortcut menu. More tips
To open the Vendor Center:
- Choose Vendor > Vendor Center.
Select a vendor name on the left side of the Center to view information about the vendor. As you click a vendor name, the right side of the Vendor Center displays information about your selection.
You can perform many tasks within the Vendor Center.
- Add a vendor. Click the + menu at the bottom of the vendor list and click Add Vendor.
- Import your existing contacts. Click the + menu at the bottom of the vendor list and click Import Multiple.
- Create a transaction. Click the + menu at the bottom of the transactions area and choose the type of transaction you want to create.
- Search for a vendor. Use the search field above the vendor list to find the vendor name you need.
- Edit a vendor. Select the name of the vendor and then click Edit Vendor in the top right corner of the center.
- Keep notes about a vendor. Select a vendor and click Add Note or Edit Note in the top right corner of the center.
- Get a map or driving directions. Select the name of a vendor and click Map or Directions. Intuit Maps displays the map of or directions to the vendor's address. (You must be online to get maps and directions.) I'm getting an error with Maps and Directions.
-
Add vendor contact information to Contacts.
Turn on Contact Sync(Company > Contact Sync Settings). Select names of vendors you want to sync with Contacts, and then Control-click and select Sync Vendor(s) with Contacts. A symbol (
) displays to remind you which names are synced. How does Contact Sync work?
- Filter the information you see. You can filter the vendor list as well as the transactions by using the filters located under each list. For example, you can select “Vendors with Open Balances” from the View pulldown menu under the customer list, then select a customer name. Then you can use the filters under the transactions on the right pane to filter the transactions to view “Bills” filtered by “Open” in the date range of “This Month.”
Try these tips and tricks to make using Vendor Center even easier.
- Sort information by clicking a the column titles.
- Rearrange the columns by clicking and dragging the top of a column to move it to another location.
- Show different columns or hide columns you don't need. Right-click (or Control+click) on the column headers, then select the columns you want to see and unselect the ones you want to hide.
- Select multiple names in one of these ways:
- Shift-click to select a range of names. Select the first name you want, hold down the Shift key, and then select the last name in the range.
- Command-click to select a group of nonadjacent names. Select a name, hold down the Command key (
), and then select each additional name.
- Command-A to select all names. No need to click; just press Command-A to select the entire list.
- Control-click a name in the left pane to access a shortcut menu to common tasks.