Zachary Systems | Customer Support

Add Vendor / Customer Window

Add Vendor/Customer Window

The Add QuickBooks Vendor or Customer window enables users to add a new vendor or customer to QuickBooks. Optionally, users may add an alias while adding a new vendor.

The Add QuickBooks Vendor or Customer window is accessed from Tools menu option by selecting the Add Vendor/Customer option.

The window contains the following elements:

Element	Description
Type radio button	Select whether a vendor or customer is to be created in QuickBooks.
Name field	Name of the Vendor or Customer.
Include Alias checkbox	Indicates whether an alias should be created in eZ Credit Card Import as well as the vendor/customer.
Transaction contains field	Keywords to use when matching the transaction descriptions. For multiple keywords, separate with commas. For example, “Lowes, Ashburn” will match any transaction containing both the word Lowes and Ashburn. Do not put a space between the comma.
Payee/ Customer field	Is set to the Name of the vendor you are creating.
Account drop-down	Drop-down list of accounts available in QuickBooks.
Class drop-down	Enables the setting of the class for the Alias if classes are enabled in Preferences.
Customer/ Job drop-down	Allows you to assign customer/job for the Alias if enabled in Preferences.
Add Button	Adds the Vendor / Customer to QuickBooks, creates the Alias if selected and closes the window.
Add and Create Another Button	Adds the Vendor / Customer to QuickBooks, creates the Alias if selected and clears the window for creating another Vendor/Customer.
Cancel Button	Cancels the adding of a vendor/customer and closes the window.
? (Help)	Takes you to the ZSI Support webpage.

eZ Credit Card Import Support

Add Vendor / Customer Window

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