Step 1: Navigate to Expenses
From the left-hand navigation menu, click Expenses.
Step 2: Open the Vendors Tab
Within the Expenses section, look to the top-left navigation and select Vendors.
You’ll see three options:
Overview
Recurring
Vendors
Click Vendors to continue.
Step 3: Add a New Vendor
Inside the Vendors tab, click Add Vendor. This opens the vendor creation form.
Step 4: Complete Vendor Details
Fill out the vendor information as completely as possible:
Vendor Type
Select whether the vendor is an Individual or a Business Entity
Entity Classification (U.S.-based vendors)
C-Corporation
S-Corporation
Partnership
Limited Liability Company (LLC)
Other applicable entity types
Basic Information
Vendor name
Email address (used as unique identifier for bill upload purposes)
Phone number
Physical address
Tax Information
Enter the Tax Identification Number (TIN / EIN / SSN)
This information can be used later for 1099 reporting
Step 5: Save the Vendor
Once all required fields are completed, save the vendor. The vendor will now be available to:
Assign to expenses
Use in recurring expenses
Support accurate financial reporting and compliance
Tips & Best Practices
✅ Always select the correct entity type to ensure proper 1099 classification
✅ Enter tax ID information upfront to avoid year-end cleanup
✅ Use consistent vendor names to prevent duplicates
If you need help managing expenses or vendor reporting, check related articles in the Expenses section of the knowledge base.