Vendors

In the Financial system, a vendor is any entity with which you maintain an account, whether it’s a checking, savings, or credit account at a financial institution, or a purchase account at a service provider or retailer.

Set up the information for a new vendor. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, click on the “+Add New Vendor” button at the top right. In the “ADD VENDOR DETAILS” window that opens, … Read more

If you no longer deal with a specific vendor, deactivate it so it no longer appears in Financials. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the … Read more

Download a spreadsheet-compatible CSV file and view all your vendor data in one document. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, click on the “Download Vendor Data” button at the top right. Choose where … Read more

Create a copy of a vendor record as the basis for a new record. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the … Read more

Edit the information you have entered for a vendor. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the three-dots menu and choose “Edit … Read more

The “Search Vendors” box below the title of the “VENDORS” window enables you to search among your vendors to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. To search all vendor criteria at the same … Read more

Once you deactivate a vendor, it no longer appears in the list of vendors—but you can reactivate it and make it visible again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, activate the “Show Inactive” … Read more

View the information you have entered for a vendor. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the three-dots menu and choose “View … Read more