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5.1 ESTRATEGIAS Y PROCEDIMIENTOS DE EVALUACIÓN
You can use the Vendor Center or the Vendor List to add vendors to QuickBooks
To add or edit a vendor
1 Choose Vendors > Vendor Center or Lists > Vendors. 2 Add a new vendor or open an existing vendor.
o Add New Vendor. Click the + menu at the bottom of the vendor list and click New Vendor. Or Control-click anywhere in the Vendor list and choose New Vendor from the shortcut menu.
o Edit Existing Vendor. Select the name of the vendor and click the Edit button at the bottom of the list. Or In the Vendor list, control-click the name of the customer you want to edit and choose Edit Vendor from the shortcut menu. Or in Vendor Center, select the name of the vendor you want to edit in the Vendor list and click Edit Vendor in the top right corner of the center. Note: You can click Expand to expand the Vendors list to the full Vendor Center.
3 Enter information about the Vendor and click OK.
When you add or edit a vendor, you capture this information about them.
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Vendor—Enter the name of the vendor, as you'd like it to appear on your Vendor list. Forexample, if the vendor's name is Russell Poole and you want the list to show last names first, you would enter Poole, Russell.
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Vendor is inactive. If you don’t work with this vendor anymore, you can make the vendorinactive. This keeps the vendor name out of lists, but maintains all the vendor’s information.
Address Info
On the Address Info pane, enter the contact information for the vendor. Take special note of the fields needed for 1099s.
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Company Name—If you send a 1099-MISC form to this vendor, enter the company's legalname.
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First Name, M.I., Last Name—If the vendor is a large corporation (for example, your utilitycompany), you can leave these fields blank. If you send a 1099-MISC form to this vendor, enter the vendor's LEGAL name in these fields.
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Address—The vendor's address (QuickBooks has partially filled in the Address field on thebasis of what you've entered so far). Enter the address, as you want it to appear on printed checks to the vendor. Click Address Details to make sure each individual address field is filled in correctly, especially if you are using contact sync. Mail merge: If you use mail merge, be sure
to include in the last line of the address the two letter state abbreviation and the zip code. This ensures that the address will print correctly in mail merge documents.
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Print on check as—The vendor's name as it will appear on printed checks you send to thevendor. QuickBooks prefills this field with the vendor's company name, but you can edit the name if you want it to print differently on your checks.
Note: The information in shaded fields is synchronized with Mac OS X Address Book and other applications that use Sync Services.
Additional Info
On the Additional Info pane, enter the information about your credit terms with the vendor and how you want to categorize the vendor on your reports.
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Account—Enter any information that you want QuickBooks to print in the Memo field on checksthat you send to the vendor. For example, if you enter your company's account number with the vendor, QuickBooks automatically adds the account number to the Memo field on each bill payment check that goes to that vendor. (You can also enter a short note or message instead of an account number.)
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Type—This is a word or phrase that categorizes this vendor for your reports. Use vendor typesto categorize vendors by the types of products or services they provide. A building contractor might use vendor types to keep track of where subcontractors are located, for example, by county.
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Terms—This field lets you associate a specific set of payment terms with the vendor. When youenter a bill from the vendor, QuickBooks automatically fills in the payment terms you specified. QuickBooks accepts two types of terms:
o Standard—This type specifies (1) the number of days until you earn a discount from the vendor, and (2) the number of days until payment is due.
o Date-driven—This type specifies (1) the day of the month by which you earn a discount from the vendor, and (2) the day of the month by which payment is due.
QuickBooks uses a shorthand notation to express terms. For example, 2% 10 Net 30 means “2% discount if paid within 10 days, net due in 30 days” if the terms are standard, or “2% discount if paid by the 10th of the month, net due by the 30th of the month” if the terms are date-driven.
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Credit limit—Enter the credit limit that your company has with this vendor. QuickBooksremembers the limit and warns you when you are about to exceed the limit.
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Opening balance...as of—These two fields apply only if you are setting up records for a newQuickBooks company. To keep your records up to date, enter all historical transactions from the day after your start date through today. For example, if you paid bills to this vendor between your start date and today, you must enter those bills and record your payments in QuickBooks. This allows QuickBooks to provide full financial reports for your company for any period of time after your start date.
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Tax ID—If the vendor is a sole proprietor, enter the vendor's social security number. If thevendor is not a sole proprietor, enter the vendor's nine-digit tax identification number.
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Vendor eligible for 1099—Check if you plan to send a 1099 for this vendor. If the checkboxdoesn't appear on the Additional Info tab, you need to set up QuickBooks for 1099 tracking. For details, see setting up 1099 tracking.
Other things to know:
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Create custom fields. Capture information that is important to your business but QuickBooksdoes not provide a field for such as spouse's name or the vendor's birthday.