Customers Vendor

Where do I change the view to see inactive vendors and inactive customers?

  • From the blue navigation bar on the left
  • Go to Customer center (or Vendor center)
  • Go to “Settings” gear (located far right next to export to excel and print icons)
  • Select to include inactive checkbox from the dropdown list (see screenshot photo for reference)

If there is need to run inactive (or deleted) list/report

  • Go to Reports from the blue navigation bar again
  • Select Customer Contact List (or Vendor Contact List) from the go the report search box
  • Click “Customize” button
  • Select “Lists”
  • Change Status from “Not deleted” to “Deleted”
  • Click Run report

Click on the screenshot below to enlarge it


#QuickBooks Online


Inventory Purchase Order Vendor

How to create a purchase order, receive inventory, enter bill and pay bill to vendor?

To create Purchase Order:

  • GO to “+” sign (top middle)
  • Select Purchase Order
  • Create Purchase Order

To receive inventory and enter bill:

  • GO to “+” sign (top middle)
  • Select “Bill” under Vendors heading
  • Select “Vendor” from the list (top left)
  • On right side “Purchase Order” add to link pop-up
  • Click “Add” link
  • It will automatically add to “Item details”
  • Check to see received everything from PO
  • Save and Close

To pay bill to vendor:

  • GO to “+” sign (top middle)
  • Select “Pay Bills” under Vendors heading
  • Select Vendor
  • Select and locate bill to pay
  • Save and Close

Click on the screenshots below to enlarge them


#QuickBooks Online