How to Manage Vendors Across Locations

What happens when you already have a vendor in one location that you want to copy to another? We created a faster way to clone your vendors while still having control over their default category and accounting names.

1. Make sure you are currently in the location that has the vendor you’d like to copy. Click on Vendors.

2. Find the vendor in the vendor list (CTRL+F on a PC or COMMAND + F on a Mac will make this quicker). Click on the 3 dots in the upper right and select Copy Vendor.

3. This will bring you to a screen that allows you to choose which locations you’d like to copy this vendor to (CTRL + Click on a PC or COMMAND + Click on a Mac will allow you to select multiple). Copy means that the vendor has the same mailing or ACH information. Then click Create Vendor(s).

4. Go back to the 3 dots and click on Multi-Location Settings. Set your vendor accounting name and default category in bulk here. These are automatically saved.


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