How do I edit a vendor?

ForLandlordsProperty managers

Who can do this

Landlords, and Organization members with Edit Vendors.

Where to find it

Vendor → Edit.

Steps

  1. Select Edit; "Edit vendor" opens with every step answered.
  2. Change any step and select Save changes.

What happens next

No success toast; the page updates.

Good to know

Changing the tax answer to "No" removes the saved business number or EIN. A vendor saved with both T4A and 1099 shows "T4A and 1099-NEC".

Troubleshooting

"Couldn't save vendor": your changes stay open. No Edit button on an archived vendor.

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