Manage a client’s customers and vendors

Your office manages a client. That client’s own customers and vendors appear inside their financial workspace.

Find a customer or vendor

1. Open the correct client.
2. Choose Customers and vendors in the client or bookkeeping navigation.
3. Search for the name or identifier.
4. Open the record and check its details before editing or linking a document.

Add or correct details

Use the available add or edit action. Check the registered name, tax identifier, role, and accounting account where requested. Avoid creating a second record just because the displayed name differs slightly.

Connected records

Some details may come from SmartBill or another source. Read connection or conflict messages before changing imported information.

A vendor in the books is not automatically an office contact you can message. Use Contacts for communication details and relationships.