Add a QuickBooks Vendor to SRM

Describes how to maintain the list of Quickbooks vendors in SRM by manually importing vendors from Quickbooks into SRM via the integration.

Type

How to

Audience

SRM Administrator, Bookkeeper

Products

SRM

Context

After your SRM QuickBooks integration is set up, you may need to add a new vendor to your list of vendors.  When this occurs, the vendor must be added to the list of vendors in QuickBooks, and then imported into SRM via the SRM Quickbooks Integration.

The vendor must be added in QuickBooks and imported to SRM because the QB Account ID field on a vendor in SRM is a required field when the QuickBooks integration is enabled, and you cannot complete the vendor record without that ID number. 

Before You Begin

Required: Internet connection, active SRM account, active QuickBooks account, active SRM QuickBooks integration, vendor information, valid login credentials and access permissions

Steps

To add a QuickBooks vendor in SRM, do the following:

  1. Navigate to Accounts Payable > Vendor Information
    The Vendor Information page opens
  2. Next to QB Account ID, click more options
    The QuickBooks Vendor Search popup opens
  3. Do one of the following:
    1. Select the vendor you need to add from the list of vendors
    2. Type information about the vendor, such as the vendor name, in the Search By Keyword field
  4. Click Select
    The vendor is imported from QuickBooks into SRM

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