Tutorials

Select or create a vendor in Uncat

You can select or create a vendor in QuickBooks Online right from Uncat.

Transcript

Hi there, quick video showing you how easy it is to select or create a vendor in Uncat. So if we scroll through our rows of transactions and let's say, we look at this one for staples.
So this is indicating staples is the vendor. However, if we got information from the client saying, that's the, not the correct vendor, we could look through our vendor this year and select a different vendor.
For example, home Depot, or let's say they said it was office Depot, and we don't have them yet as a vendor in the system, just click this plus button and that'll pop open.
And what we can do is create that new vendor in this case, QuickBooks, online or Xero or QuickBooks desktop. So it's a quick way to create a new vendor in your accounting software and then sync that transaction to it.
All right. That's it easy. Thanks for watching.