Vendors

Add vendors, edit their tax and accounting details, pay them and request their 1099s

Payments → Vendors lists your company’s vendors, where you add them, edit their details, pay them and request their 1099s. Company Admins and Bookkeepers can use it, and so can Accounts Payable users once Every has turned that role on for your company. The Payments menu shows in the sidebar after your company finishes onboarding.

Find a vendor

The page has two tabs:

Tab	What you’ll find
All vendors	All your company’s vendors
1099 vendors	The vendors you’ve requested a 1099 for

Each row has these columns:

Column	What it shows
Name	The vendor’s name, with their entity type below it. An entry you’ve marked as your own bank account shows “Bank Account”
QBO vendor	A picker for the vendor in your accounting software. Every saves your choice when you make it
Year to date spend	A spend figure for the vendor, blank when Every has none
W9 status	Completed when Every has the vendor’s TIN, street, city, state, zip code and entity type, and Missing information until then
Request 1099	A switch that requests a 1099 for the vendor (see Request 1099s)

Entity Type and QBO Category are hidden at first. To show them, select Display, then under Fields, turn them on.

Use the search box to find a vendor by name. Select Filters to narrow the list by QBO Vendor, W9 Status, Entity type or Category. The list shows 10 vendors a page.

In Display you can also order the list and group it by W9 status. Every remembers your Display choices, and Reset view undoes them.

In January, All vendors can also show an Annual 1099s review card. Request 1099s covers it.

Use the row menu

Hover over a row, then select the three-dot button at its end.

Item	What it does
Edit vendor	Opens the vendor’s details (see Edit a vendor’s details)
Pay vendor	Opens Send money for that vendor
Request vendor information	Asks the vendor to upload their information (see Collect vendor details)
View transactions	Opens Banking → Transactions, filtered to the vendor. Company Admins and Bookkeepers only

Add a vendor

1. Open the form

   Select Add vendor.

2. Answer the 1099 question

   Choose Yes or No to say whether to request a 1099 filing for this vendor.

3. Upload a W-9

   Optional: under Upload W-9 (optional), add the vendor’s W-9 as a PDF. Every reads it and fills in the vendor’s details.

4. Answer the legal services question

   Under Does this vendor provide legal services?, choose No or Yes.

5. Enter the vendor's details

   Under Add vendor details, review or enter the vendor’s entity type, name, type of TIN, TIN, email and address.

6. Choose the accounting details

   Under Accounting Details, which shows when your accounting software is connected, choose the QBO Vendor, Default Account and Department. In QBO Vendor, you can also create a vendor.

7. Submit

   Select Submit. Every shows Success and “Vendor was successfully created”.

If you leave before you select Submit, Every asks you to confirm and doesn’t save the vendor.

What Every requires

• The vendor’s name is the only required field, unless you request a 1099 filing.
• A name that matches an existing vendor shows “Vendor already exists”.
• For Individual or Sole Proprietor, the name needs a first and last name and no numbers.
• If you answer Yes to the 1099 question, Every also requires the entity type, type of TIN, TIN (9 digits), street, city, state (a two-letter code) and zip code (5 digits). When your accounting software is set up, it requires the QBO Vendor too.

The form has no bank details. As it says, you can update a vendor’s payment details the next time you pay them (see Send money).

Edit a vendor’s details

In the vendor’s row menu, select Edit vendor. A sheet opens with Pay vendor and, for Company Admins and Bookkeepers, See transactions. Below them:

Section	What it holds
Missing tax information	Appears when the vendor’s name, address, TIN or entity type is incomplete, with Edit information and Invite vendor, or Remind vendor once invited (see Collect vendor details)
Vendor information	The vendor’s name, address, TIN and entity type. Select Edit information to change them, add an email or a second street line, then select Save
Type	Yes, this is a vendor or No, this is my bank account
Tax settings	The vendor’s W-9 (you can upload it yourself), whether to request a 1099 filing and whether the vendor provides legal services (see Request 1099s)
Accounting details	The Quickbooks vendor, Default account and Department
Recent transactions	The vendor’s latest four transactions, for Company Admins and Bookkeepers. The arrow beside the heading opens all of them

Type, Tax settings and Accounting details save as you change them. Vendor information saves when you select Save. It requires the vendor’s name and, when the vendor has a 1099 requested, the entity type, TIN, street, city, state and zip code.

Under Type, choose No, this is my bank account for one of your own accounts, used for transferring funds. Every then hides Tax settings and Accounting details for it.

Neither the row menu nor the details has a delete or archive action, and the details have no bank account section.