Adding Vendors

Vendors provide materials and services supporting the completion of work for customers. For Aspire clients who integrate with an accounting system (i.e. QuickBooks), vendors are maintained in the accounting system and then synchronized with Aspire. Initial synchronization occurs during Aspire deployment. After that, a re-sync should be done whenever a new vendor is added to QuickBooks. Vendors imported from an accounting system are placed into the administrative vendor list that is managed from the Admin List Vendor screen. Aspire clients who do not integrate with an accounting system can manage the vendor list directly from the Admin List Vendor screen.

The article, Set Up Aspire to Sync with QuickBooks Desktop provides step-by-step guidance for properly setting up data synchronization between QuickBooks and Aspire.  This article is applicable to the initial system setup.

Contact information for vendors can be maintained on the Contact screen where the Contact Type field can be set to Vendor.