How to setup Supplier in QuickBooks

1) There are three different ways to open a supplier center. Either from the Menu bar, icon Bar or at the  top of the home page.

NOTE: After selecting the “Supplier” at the Menu Bar,  you click ‘Supplier Centre from the list shown.

 

2) The widow below appears.

From this window, you can check all transactions with your supplier and create a new supplier.

3) To create a ‘New Supplier’, Click ,New Supplier’ at the top of the window, Select ‘New Supplier’

4) To create a New Supplier, the window below appears.

Fill in the supplier’s details in the appropriate boxes (company name, title, first name, last name, job title, main phone, etc.)

5)   The Payment Setting’ window 

1) Account Num: The supplier’s bank account number in the box

2) Payment Terms: The terms agreed between the supplier and the company should be selected from the drop down arrow and can also add a new term

3) Print name on cheque as: The name to be printed on cheque should be filled in the box

4) Credit Limit: The minimum level/amount the company can reach in order to have access to the supplier’s items/products without paying should be filled here

5) Billing Rate Level: The billing rate per level should be selected from the drop down arrow.  A new rate can also be added.

6) Click ‘VAT Settings’ at the left side of the window after filling the supplier necessary information

6) The VAT Settings window

1) VAT Code: The VAT code should be in the box

2) Country: Select the supplier’s country

3) VAT Registration Number: The VAT registration number should be filled here

4) Click ‘Account Settings’ after filling in then supplier’s VAT details

      7) The Account Settings Window

      Select the account from the drop down arrow in the box

      Click ‘Additional Info’ at the left side of the window after setting the supplier’s account

8) The Additional Info Window  

 

Supplier Type: Select from the drop down arrow to choose the type of supplier. E.g. consultant, service provider, tax agency etc.

Click ‘OK’ at the bottom of the window after filling in all necessary information for the supplier.

       The window below shows the list of suppliers already created in the Company’s file.