How to Manage Vendors
Manage your vendors & contractors and their W9s here. Vendors & Contractors will auto populate here from the Invoices & Estimates tab from the Transactions page.
Go to the “Project” tab and select “Vendors & POs”
Request W9s
To Request a W9 for a specific vendor, click on “Request W9” to the right of their name. A window will pop up asking for their email and you can send along the request, which will prompt them to attach the W9.
Add W9 manually click on "Add W9 Manually" and a window will pop up for you to upload. We accept file formats of .pdf, .png, .jpeg, and .heic.
Managing Vendor Information
Click "View & Edit Vendor" to edit Vendor information & Delete Vendor if needed by clicking on "Delete Vendor" in at the bottom of the pop up.
Business Name Field
The vendors table includes a Business Name field that allows you to record the legal business name for each vendor. This is particularly important for 1099 tax reporting purposes.
You can edit the Business Name directly in the vendors table by clicking on the field and entering the appropriate information
For vendors who operate as businesses rather than individuals, the Business Name should contain their official legal business name
For 1099 reporting, the Business Name should match the legal entity name associated with the vendor's tax ID
For more information about managing vendor 1099s, see our Managing Vendor 1099s guide.
Exporting Vendor Information
For exporting, we have two options:
Export all the W9s
Export all of the Vendor information to archive.
If you need any additional exports, please reach out to us and let us know!