Add A Vendor

Follow the steps below to add a new vendor to Budget.

1. In Budget, go to Vendors.
2. Press Add.
3. Enter a unique account number in the Acct No. field or press the Next button to automatically select a number.
4. Enter up to 2 phone numbers and/or 1 fax number in the Phone / Fax fields.
5. Enter the name of the vendor in the Name field.
6. Enter the address for the vendor in the Address 1, Address 2, and City/St/Zip fields.
   If needed you can add an Order From address: the fields in the Order From section are the same Address 1, Address 2, City/St/Zip.
   

   If using the DBA option, when you print 1099 forms the name in Address 1 line will be printed as the vendor name and the vendor name will be printed directly underneath preceded by “DBA:”.

7. Use the Comments/Email field to enter miscellaneous comments or an email address.
8. Use to the Certification of Insurance checkbox to note if you have an insurance certificate in your files.
9. If this vendor requires a 1099 form, select the type from the 1099 Type drop-down list. The choice determines which box the vendor YTD purchase amount will print in on 1099 forms.
10. Enter the vendor’s tax id number in the Fed ID # field.  This is a federal employer’s identification number (usually for businesses) and a social security number (usually for individuals).
11. Use the ID Type field to choose “EIN” if the tax identification number is a federal id number or “SSN" if a social security number. This will format the Fed ID # correctly.
12. If needed, check the DBA checkbox to specify a DBA name. If this box is checked, when you print 1099 forms the name in Address 1 line will be printed as the vendor name and the vendor name will be printed directly underneath preceded by “DBA:”. Enter the business name as the vendor name and the individual’s name on address line 1.
13. If needed, check the Print ‘order from’ address on 1099 checkbox to print the vendor ‘order from’ address on the 1099.
14. Press Save.