The Vendors App lets you organize and manage your company's relationships with vendors, as well as your employees, by creating and maintaining contacts for each.
Changes you make are synced between Method and QuickBooks, however, there are certain cases where Method purposefully does not sync to QuickBooks:
Vendor Leads: Leads are not synced with QuickBooks but stay within Method. This keeps your QuickBooks clean.
Multiple Contacts: Method allows you to have an unlimited number of contacts for each vendor. Although QuickBooks Online does not keep track of contacts, QuickBooks Desktop does. Other than the first and secondary contact, any further contacts created in Method are not synced with QuickBooks Desktop.
📌 NOTE: For more information on the difference between contacts and vendors and customers, please view our article "What is a Contact".
Your Contacts List
Opening up the Vendors app will give you a list of Contacts belong to your vendors or your employees.
To view your employees, select "Shared - All Contacts in the view filter.
Viewing a Contact
Selecting a contact within the list will open up the contact.
The contact screen is split. It will list both the contact and the vendor it is associated with.
Above is a screenshot of a contact. Let's go into detail for each section.
Contact Details - The details for the contact attached to the vendor. Again, for more information on the difference between contacts and vendors, please see our article What is a Contact?
Vendor Details - The details for the Vendor or the Vendor Lead.
App Ribbons - The vendor will have a number of interactions and transactions associated with them. They are available to view by selecting the different tabs.
Contact Header
The header at the top gives information about the contact and the vendor it is associated with.
Main Contact: This specifies if the contact is the Main contact or not for the vendor. Method will create one contact whenever a vendor is created. This contact is known as the Main Contact and is the only contact that syncs with QuickBooks. Other contacts created in Method will not sync to QuickBooks.
Company: This field holds the company name for the vendor.
Edit: Edit the details for the contact, but this doesn't include the details for the vendor.
Tags: Contacts can be categorized by tags. Vendors cannot be tagged.
Portal Link: The Contacts Portal allows the vendor to view and pay their transactions. This is a personalized portal link just for this vendor. They are still able to use your account's main portal link. For more information about setting up portals, see Account Settings - Portal.
Vendor Details - QuickBooks Online Accounts
The Vendor Details section shows information about the vendor associated with the displayed contact.
Assigned To: This is the Method User the vendor is assigned to.
Name in QuickBooks: The display name as it will show in QuickBooks when Method syncs. This is a different field and not the same as the company name, even if the values are the same.
Show more: When expanded, this will show:
Shipping address
Status
Terms
Sales Tax Code
Campaign
Notes
Edit: Allows you to edit the details of the vendor.
Vendor Details - QuickBooks Desktop Accounts
The Vendor Details section shows information about the vendor associated with the displayed contact.
This field is pulled in directly from QuickBooks. Note, this is ONLY available for the US versions of QuickBooks Desktop.
Sales Rep: This is the Sales Rep assigned to the vendor.
Price Level: If a Price Level set, it will show here.
Name In QuickBooks: The display name as it will show in QuickBooks when Method syncs. This is a different field and not the same as the company name, even if the values are the same.
Show more: When expanded, this will show:
Shipping address
Status
Terms
Sales Tax Code and Sales Tax Items
Notes
Edit: Allows you to edit the details of the vendor.
Vendor Lead Details
If a vendor hasn't been converted, then they are a lead and will not sync to QuickBooks. The details are similar to a normal vendor, however, these lead fields will also be showing.
Lead Status
Open: The lead hasn't been evaluated as Qualified or Unqualified
Qualified: The lead is a good fit for the services you offer, or has expressed interest in your services.
Unqualified: Opposite of Qualified, Not interested or not a good fit .
Lead Rating
Cold
Warm
Hot
Lead Source: A number of options will be available to choose from. You also have the ability to create your own.
App Ribbons Section
On the right is a panel that takes up the majority of the screen, and this panel will hold related interactions and transactions. All the tabs shown are from installed apps the Method user has access to. Clicking the More ▼ will display more apps to choose from. The Other Contacts tab will display other contacts that are associated with the vendor.
Selecting a tab on the top will show the related records from that app. For example, selecting the Opportunities tab will show you all the opportunities for this vendor.
In the above image, the Activities Open tab is selected, and it shows two open activities for Meghan Wright.