How to Edit a Vendor
Correct a wrong email, add a tax number, fix an address. What you can edit depends on which kind of row it is. You need the accounting configuration permission. Without it the list is readable but...
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Correct a wrong email, add a tax number, fix an address. What you can edit depends on which kind of row it is.
You need the accounting configuration permission. Without it the list is readable but the editing controls are not shown.
Steps
- Open the Vendors card and click Manage.
- Find the row and click it.
- An Accounting or Person row opens an editor inside the panel. A Service row opens that vendor's existing Operations record instead.
- Change what you need and save.
The editor for an accounting vendor:
What you can change
Name, contact email, contact phone, tax ID number, account number, the full address, and notes.
Account number here means your own reference number for that vendor, the one you might quote on a remittance. It is not a bank account number, and no banking or payment details are entered on this screen at all.
Editing a service vendor
A service vendor's record lives in Operations, and that is where it opens. Its work orders, insurance and paperwork are unchanged and stay in Operations.
One thing to know before you rename one: the name is shared. You will see "Renaming this vendor will also update it in QuickBooks." The rename still goes through, it is telling you the change reaches further than this screen.
If a save does not work
The message tells you which of these happened, because the next step is different in each case.
| What you see | What it means | What to do |
|---|---|---|
| A message under a single field, such as "Name is required." | Something in the form needs fixing | Correct that field and save again |
| "Your access changed while this was open. Nothing was saved." | Your permission was removed while the editor was open | Nothing was saved. Close it and ask an administrator |
| "This vendor no longer exists. Close and refresh the list." | Someone deleted or archived it elsewhere | Close and reopen the list |
| A message saying the save could not be completed | A temporary problem | Save again. Your typing is still there |
| A message that you appear to be offline | Your connection dropped | Reconnect and save again. Nothing is lost |