User Level: Admin
Est. time of Setup: 10 Mins
After uploading your invoices, you will need to map your vendors.
There are two different ways to complete this step.
1. From the dashboard page, click Unmapped Vendors under the To-Do List.
Your vendors will be broken out by location. Under the vendor that needs mapping, Select a Vendor ID to link to your QuickBooks Online. You can also fill out Net Terms and Business information.
If this vendor's invoices always code to the same GL Code, you can Choose Default Account.
Click Save when finished.
2. Navigate to Invoices from the menu bar.
Your invoices will be stored in Needs Attention until you map your vendors.
Click into any invoice with the error No Vendor Mapping to open the invoice details.
Click Map Vendor on the right to setup your vendor.
A pop up will allow you to fill out the required information.