Add customers and vendors

Customers are who you bill; vendors are who you buy from. Both are saved once and reused, so you're never retyping the same details.

We covered customers in Add your first customer — vendors work almost identically, with one addition.

Add a vendor

1. Open Vendors and choose New vendor.
2. Enter the contact name (required), and add anything useful — company, email, phone, address, and a tax ID.
3. Add their bank details if you pay them by transfer — they're kept handy for when you settle a bill.
4. Save.

Your vendor is now available to pick on any bill or expense.

Good to know

• The Vendors section appears once you've turned on Bills or Expenses (under Settings → Features) — vendors exist to track money going out.
• Set default payment terms for a vendor to pre-fill new bills, just like with customers.

Got a supplier list already? Import it in bulk — see Import from a spreadsheet.