How do I complete setting up a Vendor?

Everything you need to know about completing setup of a vendor, including QuickBooks Mapping.

Add a New Vendor

First, you will need to create a new Vendor in ERP.

Setup QuickBooks Mapping (if applicable)

If you use QuickBooks, you will want your new vendor in DigitBridge (DB) mapped to the corresponding vendor there.

In ERP, go to Settings > QuickBooks > Integration Setup. 

DB uses this to link its vendors to your QuickBooks vendors. This enables DB to post accounts payable transactions, such as invoices and payments, to QuickBooks.

You will begin in Connection Management. Click Sync All Codes.

A notification will appear alerting you that the syncing was successful. 

Now, go to Supplier Mapping from Connection Management. Click Vendor Settings.

From the Unmapped tab, you will see all of your vendors in DB that have not yet been mapped to a QuickBooks vendor. Find the vendor you are looking for - then, enter the corresponding name in the QuickBooks Vendor Name column. Now that you have synced your codes, the QuickBooks vendor list will be available. Click Save when you're done.

Click Yes.

Click Save again.

Click Yes.