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4.4Creating a vendor

Chapter 4 · Contacts — customers and vendors·1 min read

Contacts → Vendors → New vendor opens the same kind of drawer. The sections are Name and contact, Billing address, Shipping address, Contact persons, More addresses, Custom fields, Bank (ACH) and Payments & tax. Differences from a customer:

  • Bank (ACH) — Routing number, Account number and Account holder name, used when paying the vendor electronically.
  • Payments & tax has Owner / buyer instead of account manager, and Track for 1099 — switch it on for US contractors whose payments must be reported; the Form 1099 reports (Chapter 19) then pick this vendor up.
  • There is no portal access; vendors do not sign in.

Click Create vendor to save.

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