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gfacenterville
Level 1

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

 
7 Comments 7
JorgetteG
QuickBooks Team

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

Thank you for reaching out to us regarding your need to include the vendor's Tax ID in the Vendor Contact List report within QuickBooks Online, Gfacenterville.

 

QuickBooks Online offers robust features for managing vendor information. While direct customization of the Vendor Listing report to include tax numbers isn't available, the platform provides efficient tools for organizing vendor details.

 

We genuinely appreciate your feedback, as it plays a vital role in our ongoing efforts to enhance our products. We encourage you to share any thoughts or suggestions you might have with our product engineers by following these steps:

 

  1. Click the Gear Icon in the upper right corner.
  2. Under Profile, select feedback.
  3. Enter your Suggestions.
  4. Then Submit.

Furthermore, QuickBooks Online Advanced offers more flexibility with custom fields, allowing users to create specific fields. You can find detailed instructions in this guide: Create and edit custom fields in QuickBooks Online Advanced. This enhancement lets your Vendor Contact List report display each vendor’s Tax ID in a custom field.

 

Moreover, once you have created a custom field, you can learn more about integrating it into your reports by checking this article: Use custom fields in reports in QuickBooks Online Advanced.

 

Our goal is to ensure that QuickBooks Online efficiently supports your business needs. Feel free to reach out if you have further questions or require additional assistance.

BigRedConsulting
Community Champion

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

@JorgetteG  RE: QuickBooks Online offers robust features for managing vendor information. While direct customization of the Vendor Listing report to include tax numbers isn't available, the platform provides efficient tools for organizing vendor details.

 

You don't actually believe that, do you? I hope not.

 

RE: Our goal is to ensure that QuickBooks Online efficiently supports your business needs.

 

You have failed.

gfacenterville
Level 1

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

When did this change because I printed one about 6 months ago and it was an option???

AlverMarkT
Moderator

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

It seems you're trying to access the Vendor Contact List report in modern view but have difficulty adding the vendor's tax ID, @gfacenterville. As you've mentioned, it's an element you used successfully six months ago, and I understand it can be surprising that it isn't available now. I want to guide you through the steps to add this column and provide information about this change.

 

To begin, the Tax ID column for your vendor's tax ID information is still available when you switch to the classic view of the report. You can follow these steps:

 

  1. Go to Reports.
  2. Type in Vendor Contact List in the search field, and select it.
  3. Click on the Switch to classic view button.
    Switch to classic view.png
  4. Choose Customize.
  5. Pick Change columns.
  6. Tick Tax ID, and hit Run report. 
    Tax ID.png

 

Moreover, a similar customization is available in the modern view but with a few added steps in QuickBooks Online (QBO) Advanced. Here's how:

 

  1. Pull up the Vendor Contact List report.
  2. Click Columns, and then, More columns.
  3. In the search box, type in tax id.
  4. Select the Vendor drop-down menu. 
  5. Place a checkmark for Tax Id.
    taxID_modern_QBO Advanced.png

 

We're taking a careful approach to transitioning to the new modern experience with the reports in QBO. As of posting, you can still switch to the report's classic view experience to add your vendor's tax ID information. However, please know that we're slowly transitioning to the modern one, and your input is essential during this process. I encourage giving your comments and suggestions by clicking on Give feedback option on the top right portion of the report.

 

Feedback-report.png

 

To keep updated on the available reports in the New Enhanced (or modern) experience and classic view, refer to this article: List of QuickBooks Online reports available in Modern view.

 

It's important to have all of your data exactly how you need it, especially when it comes to reports like your Vendor Listing. While it appears that some features might have been updated or changed, I hope the alternatives I've provided get the vendor tax information included in the report. If there are details you'd like to add or clarify, feel free to click on the Reply button. We're committed to offering ongoing support.

BigRedConsulting
Community Champion

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

@AlverMarkT  RE: To begin, the Tax ID column for your vendor's tax ID information is still available when you switch to the classic view of the report.

 

So we can still get needed information using the old and more useful version of the report that soon will be gone.

 

Well isn't that comforting. 

VKury
Level 2

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

Why is it your developers keep making accountant decisions when they should just leave things well enough alone.  There is no good reason to remove functionality from this product.  I realize you have a poor and undefined product development process, so it is best to just sit and cash our subscription checks 'til an alternative to QBO is found.

BigRedConsulting
Community Champion

Why can I no longer customize the Vendor Listing report to include the tax number of the vendor?

RE: I realize you have a poor and undefined product development process...

 

An understatement if there ever was one!

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