Adding and Editing Vendors

供应商是普杜拉。布辛ess or independent contractor that you pay for providing their services to you, such as your suppliers. Before you can make payments to a vendor, you must first add the vendors you need to pay.

A vendor is different than a customer. A Customer is a business or person that purchases products or services from you. If you have Accounting Basic or Accounting Premium, seeAdding and Editing Customers。

If you are coming from another accounting system, you can import your vendor information into Patriot Software instead of manually entering each one. For more details, seeImporting Vendors into Patriot Software。

To add vendors

• Accounting > Payables > Vendors. Click +Add New
• Enter the vendor contact information in the top section.
• Notesare for your records only and will not print on a check
• TheDefault Check Memofield is available if you would like the same information to print on the check each time you pay the vendor, for example, an account number. Please note, if theDefault Check Memois used, it will replace the vendor address on the printed check and you will not be able to print the vendor address on the check.
• Keep the “Create 1099 at Year-End?” box checked so that you can issue a 1099. (There are some cases where the IRS does not require a 1099. See theIRS Instructions for Form 1099-MISC。)

Note:You can add and pay a new vendor without their表格W-9information. However, you should complete the W-9 Information section as soon as the vendor gives you the completed表格W-9so your records are complete. You must have the W-9 information to issue a 1099 at the end of the year.

• Enter the Vendor’s legal namein the W-9 section, if different from the Vendor Name.
• Enter the Vendor’s Federal Employer Identification Numberor Social Security Number, whichever they reported on the W-9.
• Select the type of businessfrom the dropdown list, as indicated on the W-9.
• ClickSave。

You can now view the vendor record. You will see links across the top of each vendor record: Vendor Info, Payments, and Attachments.
“Vendor Info” shows the vendor’s contact information.
“Payments” shows the same Vendor Payment History Report, just for this vendor.
“Attachments” shows a list of files you have attached to this vendor’s record, such as receipts or bills from the vendor. For more info, seeAdding Attachments to Vendors。

If you have Accounting Basic or Premium, you can also add a new vendor “on the fly” while you areEntering Bills From Your Vendors, andPaying Vendors with Quick Pay。

To edit a vendor:

• Accounting > Payables > Vendors
• Click the Vendor name。您现在在“供应商信息”页面上。
• ClickEdit。You can now make changes in the fields.
• ClickSave。

To inactivate a vendor:

• Accounting > Payables > Vendors
• Click the Vendor name。您现在在“供应商信息”页面上。
• ClickEditin the top right corner of the page.
• Uncheck the Active? box。
• ClickSave。

To delete a new vendor:

• Accounting > Payables > Vendors
• Click the Vendor name。
• Click thetrashcan icon in the row of the vendorlink if you have never paid this vendor. Once you have paid a vendor, the Delete icon will not be visible.
• Click eitherYesorNo来确认。

To export vendors:

You can export all Vendors that are added in the software by going toAccounting > Payables > Vendors.Click the Download Spreadsheet link to get a CSV of the vendors displayed on your screen.