QuickBooks for Mac 2014 User’s Guide 137
Entering vendors in QuickBooks
You can use the Vendor Center or the Vendor List to add vendors to QuickBooks
To add or edit a vendor
1 Choose Vendors > Vendor Center or Lists > Vendors.
2 Add a new vendor or open an existing vendor.
o
Add New Vendor. Click the + menu at the bottom of the vendor list and click New Vendor. Or
Control-click anywhere in the Vendor list and choose New Vendor from the shortcut menu.
o
Edit Existing Vendor. Select the name of the vendor and click the Edit button at the bottom of
the list. Or In the Vendor list, control-click the name of the customer you want to edit and choose
Edit Vendor from the shortcut menu. Or in Vendor Center, select the name of the vendor you
want to edit in the Vendor list and click Edit Vendor in the top right corner of the center. Note:
You can click Expand to expand the Vendors list to the full Vendor Center.
3 Enter information about the Vendor and click OK.
When you add or edit a vendor, you capture this information about them.
• Vendor—Enter the name of the vendor, as you'd like it to appear on your Vendor list. For example, if the
vendor's name is Russell Poole and you want the list to show last names first, you would enter Poole, Russell.
• Vendor is inactive. If you don’t work with this vendor anymore, you can make the vendor inactive. This keeps
the vendor name out of lists, but maintains all the vendor’s information.
Address Info
On the Address Info pane, enter the contact information for the vendor. Take special note of the fields needed for
1099s.
•
Company Name—If you send a 1099-MISC form to this vendor, enter the company's legal name.
•
First Name, M.I., Last Name—If the vendor is a large corporation (for example, your utility company), you can
leave these fields blank. If you send a 1099-MISC form to this vendor, enter the vendor's LEGAL name in these
fields.
•
Address—The vendor's address (QuickBooks has partially filled in the Address field on the basis of what you've
entered so far). Enter the address, as you want it to appear on printed checks to the vendor. Click Address
Details to make sure each individual address field is filled in correctly, especially if you are using contact sync.
Mail merge: If you use mail merge, be sure to include in the last line of the address the two letter state
abbreviation and the zip code. This ensures that the address will print correctly in mail merge documents.
•
Print on check as—The vendor's name as it will appear on printed checks you send to the vendor. QuickBooks
prefills this field with the vendor's company name, but you can edit the name if you want it to print differently
on your checks.
Note: The information in shaded fields is synchronized with Mac OS X Contacts and other applications that use
Sync Services.
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