How to create a vendor in Books?

TB Books · vendors · Last updated August 17, 2026 · Version 1

This process works in apps: TB Books, TB Sync

This article will teach you how to add a vendor record for bills, purchase orders, and expenses.

Books vendors are AP payees on bills, purchase orders, and expenses — distinct from Sync vendor connections that power inventory search. You may have both: a Sync integration for ATD and a Books vendor for the same supplier on remittance. Consistent naming keeps PO-to-bill matching and 1099 reporting sane.

Steps

• Open Purchases → Vendors.
• Search for an existing vendor before creating a duplicate.
• Click New Vendor.
• Enter legal name, contact details, remit-to address, and payment terms.
• Save the vendor.
• Create a test bill or PO and confirm the vendor appears in selectors.
• Align the name with how AP recognizes the supplier on bank statements.

Conclusion & best practices

Align naming with how AP recognizes the supplier on remittance advice. Do not create duplicate vendors for the same tax ID or remit-to when a simple address update would do. Sync vendor credentials never belong on the Books vendor record — keep integration secrets in Sync Integrations.