Filling in Fields
To create a vendor record, open the Vendors menu and select Vendor Center. Above the tabbed table, there’s a small toolbar. Open the New Vendor menu and click on New Vendor. A window like this will open:
At the top of the screen (not pictured here) is a box labeled Vendor Name. Enter it, then move on to the Opening Balance field and supply the amount and date. If you don’t understand the concept of opening balances, we can go over this with you.
The other tabs here open windows where you can specify:
- Tax Settings. Vendor Tax ID and 1099 eligibility.
- Account Settings. Here, you can select the default account that should be automatically selected when you enter a bill or expense for this vendor (for example, phone bills=Utilities:Telephone). Talk to us if you don’t understand this. It’s OK to leave it blank for now.
- Additional Info. Vendor Type (subcontractors, for example) and Custom Fields (fields you can define for your own use).
Viewing Your Records
Here’s where your conscientious work creating records starts to pay off. Click on any of the five tabs in the top toolbar to display that vendor’s Transactions, the Contacts from that company, any related To Do’s, Notes you’ve taken, and Sent Email. Once your lists grow unwieldy, you can search by a variety of filters.
Using Records in Transactions
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