When an expense transaction comes through your bank feed from an unknown vendor your accountant will send you a notification requesting vendor information that will show up on your client dashboard. When you access the notification via your client dashboard, you will have the option to select an existing vendor from a list and you can add vendor details into a form directly within the request on your client dashboard. A selection is made from the list if the vendor already exists. Notes regarding the expense transaction can be entered within the request on your client dashboard as well. If you have selected our QuickBooks Online monthly A/P and Expense Entry Service, you will receive routine requests for vendor information.

Some Entry Fields are Required, While Others are Optional

Your accountant will add vendor details with the information provided. In order to add a new vendor, you should complete all required fields. Please also upload a completed W-9 form for the vendor into a folder within your document upload portal to attach to their QBO vendor profile. Your accountant will use the W-9 form to correctly setup the new vendor account for 1099 tracking. Below is a list of the required vendor setup fields.

  • Name – The display name

  • Company – The company name

  • Address – The street address

  • City – The city name

  • Zip Code – The postal code

  • Country – The country name

  • State – The state name

  • Email – The primary email contact

  • Phone – The primary contact phone

  • Terms – The payment terms for the account

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.