The "Vendor" section of the Mappings page in VRPlatform should be mapped to the vendor from your accounting system that represents your business in the Fallback field. It is not necessary to complete the Vendor Mappings section at the bottom of the page.
Here's a step-by-step guide to configuring vendor mappings:
Defining Your Business Vendor Profile:
Ensure that the vendor profile representing your property management company is accurately set up within your QuickBooks Online (QBO) account. This vendor profile will serve as the recipient for bills generated by VRPlatform for custom fee automations.
Adding Your Property Management Company as a Vendor in QBO:
If you haven't already added your property management company as a vendor in QBO, follow these steps:
Navigate to the Expenses tab on the sidebar menu in QBO.
Select "Expenses" and proceed to the Vendors section.
Click on the green "New Vendor" button located in the top right corner of the screen.
Input your property management company's name and click Save to create the vendor profile.
Mapping the Vendor in VRPlatform:
Once your property management company is set up as a vendor in QBO, return to VRPlatform:
Access the Connections page and fetch your QBO connection.
Navigate back to the Vendor section on the Mappings page.
Map the Fallback field to your newly created vendor profile representing your property management company in QBO.