Vendors

Vendors is the payee list for the open client. Every invoice and bank payment needs a vendor.

Add or edit

Use Add Vendor or open a vendor to edit:

• Name and contact
• Address
• Account number
• Tax classification (Individual/sole proprietor, C Corp, S Corp, Partnership, Trust/estate, LLC, Other)
• Optional 1099 box and default GL
• Optional W-9 PDF (up to 5 MB)

Quick-add from the invoice form uses the same vendor list and checks for duplicate names.

Tax ID

Vendor tax ID is used for 1099 Reports. The ID is masked to the last four digits on the 1099 screen.

Keep legal names and tax classification accurate before year-end.