How To Create New Vendors

There are multiple ways to create new accounting vendors with Float.

Note: Float's accounting integration ensures that any vendors you create with Float are automatically pulled into your accounting software.

Here's how you can create new vendors in Float, which will then auto-sync with Xero, QBO & Netsuite if you have these integrations enabled.

While logged in as an admin or bookkeeper navigate to 'Settings' in the sidebar of your Float account:

- Select 'Vendors',

- and then '+ Add Vendor'

- Type in the Vendor name and currency

- click 'Save'.

While logged in as an admin or a bookkeeper navigate to 'Accounting' in the left sidebar
- select a transaction by clicking on it
- click on the vendor dropdown

- start typing the name of the vendor (that does not already exist in your Float account)

- click " + Add Vendor: {vendor name}"