Create a vendor type

You can use the Vendor type information page to organize your vendors into categories, and then use those categories for reporting.

Create custom vendor types and apply them to vendors to do the following :

  • Differentiate between types of vendors, such as suppliers and contractors. For example, you can create a view of the Vendors list that filter vendors based on Vendor type.
    Parent type is not available in custom views.
  • Automatically assign a default 1099 form and box to select vendors, by assigning a vendor type. Learn more about Create a vendor type for 1099 vendors
Create vendor types at the top level to be shared across all the entities.

Creating vendor types in an entity restricts them to that entity. If you do create a vendor type in a specific entity, use a naming convention to differentiate it at the top level.

Subscription Accounts Payable
User type Business
Permissions

Vendor types: List, Add

  1. Go to Accounts Payable > Setup > Vendors and select Add (circle) next to Types.

  2. On the Vendor type information page, type the Name of the vendor type.
  3. To make this vendor type subordinate to another type, add or select a Parent Type.
  4. Leave the Status set to Active.

    You can't assign vendors to vendor types that are Inactive.

  5. Select Save.