This article covers the Vendors Resource in detail. If you haven’t yet learned about Resources in general and how to get the most out of them, we suggest you check out our Resources support article first.
What is a Vendor?
Vendors in Quickbooks represent the seller from whom your company purchases any service or product.
Amalgam allows you to create, update, or delete any data connected with a Vendor in Quickbooks, including all of the required fields you see in the “Create Vendor” screen in the Quickbooks web interface. Amalgam also allows you to view and modify additional fields that aren’t typically visible in the Quickbooks website.
Filters for Downloading Vendors
When you want to download a group of vendors to your worksheet, you can use the filters section (on the left side of the Resource template) to select only the vendors you wish to download. These filters are cumulative (so if you make multiple selections, you will get results that fit all filters).
- Vendor: select a specific vendor to download
- Balance Equals: find vendors by their exact balance
- Balance Greater / Less Than or Equal To: lots of words to outline a number range of outstanding balances. For example, you could find only vendors who have no open transactions by using “$0.00” as your balance or look for a balance greater than “$0.01” to find vendors with open transactions
Vendor Data Structure
Every row represents one vendor. Therefore, any changes to a row will affect that respective vendor.
In the Vendor’s Resource, only the most commonly used fields are visible by default. You will see several hidden columns, indicated by a “+” button at the top of the sheet. By unhiding those columns, you can access several less-common fields.
Reference Fields
The only reference field for Vendors is the dropdown filter that shows all existing vendors in Quickbooks.
If you ever wish to refresh these lists, there is a refresh button on your sidebar that will sync your options with the latest data in Quickbooks. This can be used in conjunction with other Amalgam templates to make edits in Quickbooks without ever leaving Excel or Google Sheets.