How To Create New Vendors

There are multiple ways to create new accounting vendors with Float.

Reminder: Float's two-way accounting integrations ensure that any vendors you create with Float are automatically pulled into your accounting software.

Here's how you can create new vendors in Float (which will auto-sync with Xero, QBO & Netsuite if you have these integrations enabled)

While logged in as an admin, navigate to 'Settings' in the lefthand sidebar fo your Float account. Select 'Vendors', and then '+ Add Vendor'. Type in the Vendor 'Name', and click 'Save'.

While logged in as an admin and creating a new card, scroll down to 'Accounting Settings' and click the dropdown below 'Vendor'. You can select an existing vendor, or to create a new-one simply start typing a new vendor. While you type, an option '+ Add vendor:...' will show up. Click this to add your new vendor.

While logged in as an admin, navigate to 'Transactions' in the left sidebar. Then select a transaction by clicking on it. A right sidebar should appear to edit the transaction. Select 'Vendor', begin typing a new vendor name, and then click '+Add Vendor'.