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Handling new vendors

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If the Ask to add new vendors before exporting setting is enabled, you will need to handle new vendors manually.

There are three ways of handling a new vendor:

  1. If you wish to add the vendor to QuickBooks as it appears in the transaction, click on the vendor name in the Transaction List or the Detail Transaction View to activate the dropdown. In the dropdown menu select the + Add [vendor name] option by clicking on it. Wait a few seconds for it to process the request and for the New Vendor label to be removed.
  2. If you wish to add a different vendor than the one displaying in the transaction, i.e. the transaction displays Wal Sams, but you rather name the vendor Walmart, click on the vendor name in the Transaction List or the Detail Transaction View to activate the dropdown. Press the delete key to clear the input box and type the name of the vendor. In the dropdown menu select the + Add [vendor name] option by clicking on it. Wait a few seconds for it to process the request and for the New Vendor label to be removed.
  3. Select an existing vendor. To do this, click on the vendor name in the Transaction List or the Detail Transaction View to activate the dropdown. Either scroll through the vendor list or clear the box by pressing the delete key and begin typing the name of the vendor to narrow down the list as you type. Select the desired vendor by clicking on it and wait a few seconds for it to process the request and for the New Vendor label to be removed.

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Once the New Vendor label is removed, the transaction can be exported to QuickBooks by pressing the Import Button inside the Detail Transaction View.

Tip: When you select a different vendor than the one displayed originally, either by creating a new one or by selecting an existing one, future transactions that have a similar bank description will be coded using the new vendor selected.

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