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How To Create, Edit and Delete Vendors

  • Updated
You can add, edit, or delete vendors in Float to keep your vendor list accurate and up to date.

If you’ve connected Xero, QuickBooks Online (QBO), or NetSuite, vendors you create in Float will automatically sync with your accounting software. Edits and vendor deletion in Float will not update or delete the vendor in your Accounting Sync.

 

Guide Overview

How to Create Vendors

How to Edit Vendors

How to Delete Vendors 

 

How to Create Vendors

Create a vendor from Settings

How to create a vendor from the Settings page:

    1. Click "Settings" in the left sidebar
    2. Select "Vendors"
    3. Click "+ Add Vendor"
    4. Enter the vendor name and currency
    5. Click "Save"
 

Create a vendor from Transaction Export 

How to create a new vendor while reviewing transactions:

    1. Go to Accounting > Select Transaction Export
    2. Click on any transaction to open the Transaction Details
    3. Click the vendor dropdown
    4. Start typing the vendor name
    5. If it doesn’t already exist, click "+ Add Vendor: [vendor name]"

Create a vendor from Bill Pay

How to create a vendor from the Bill Pay page:

    1. Go to the Bill Pay page > Select "Manage Vendors"
    2. Select the "Add Vendor +" button
    3. Add the vendor name and currency
    4. Select "Create" 

 

How to Edit Vendors

To edit Bill Pay vendor details:

    1. Go to the Bill Pay page

    2. Select "Manage Vendors"

    3. Select "View" on the right of the vendor

    4. Make your changes and click Save

You can update fields like the vendor's payment details, mailing address and the email for bill payment confirmations.

 

To edit Transaction vendors:

    1. Go to Settings > Vendors
    2. Select "Edit" button beside the vendor you want to edit
    3. Make your updates
    4. Save the changes

Note, it is not possible to edit vendors imported from your Accounting Sync. This would have to be done in your accounting system.

 

How to Delete Vendors

To delete a vendor:

  1. Go to Settings > Vendors

  2. Select "Delete" beside the vendor you want to remove

  3. Confirm the deletion when prompted

Note, it is only possible to delete Bill Pay vendors from Settings > Vendors.

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