Create a Vendor Record

1. Open the Vendor Records window. How?
   1. In the Home window, click Vendors & Purchases on the navigation pane.
   2. In the Tasks pane, right-click the Vendors icon and select Add Vendor from the menu.
2. Type the vendor's name in the Vendor box.
3. (For remittance vendors only) On the Taxes tab, in the Tax Exempt column, click to enter Yes beside all sales taxes. Do not enter information in any of the other boxes on the Taxes tab.
4. Click Save and Close.
5. (For remittance vendors only) Finish setting up a remittance vendor.

Other ways to create a vendor record  

• You can add a vendor record "on the fly".
• You can add a vendor record in the Setup Guide

1. Open the Vendor Records window. How?
   1. In the Home window, click Vendors & Purchases on the navigation pane.
   2. In the Tasks pane, right-click the Vendors icon and select Add Vendor from the menu.
2. Type the vendor's name in the Vendor box.
3. Select the Contractor (Time & Billing) check box.
4. If you want to print T5018 slips for this contractor, select Include this Vendor When Filing T5018 Slips.
5. Click Save and Close.

Add or modify a vendor's name or contact information

Add or modify a vendor's e-mail address

Add or modify a vendor's Web site

Assign a department to a vendor (Premium)

Add or modify the date you started doing business with a vendor

Add or change a vendor's tax ID

Prepare the vendor record to synchronize with Microsoft Outlook® (Premium)

Synchronize a vendor record with Microsoft Outlook® (Premium)

Set up vendor to file T5018 slips

Add, change, or remove a memo

Turn on or off the Additional Info Note for a vendor

Add or modify the Additional Info Note for a vendor

Add or modify a vendor's direct deposit bank account information

Add or change early-payment terms received from a vendor

Select a vendor's language preference

Select an account to use for recording expenses from a vendor

Select printing or e-mailing of purchase orders

Select an inventory location for vendor purchases (Premium)

Add or remove name of vendor contact when printing cheques

Display the import duty on items purchased from a vendor

Turn on or off purchase invoices and quotes e-mail confirmation reminder

Calculate early payment discounts before taxes for a vendor

Change tax exempt status for purchases

Change the default sales tax code used by this vendor

Learn about importing and exporting transactions

Turn on transaction import and export for a vendor

Add or modify import and export information for the items you buy from your vendor