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.
Create Vendors On The Setting Page
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'.
Create Vendors In The Transactions Sidebar
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}"
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