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Replying to:
MJoy_D
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I can help you with adding attachments to your vendor's profile, @KC485.

 

You can attach a copy of your insurance certificate, contractor license, and w-9 to your vendor's profile. Just make sure that it's either of the following file types:

 

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

 

Here's how to attach a document to your vendor's profile:

 

  1. Go to Get paid & pay and choose Vendors.
  2. Select a vendor and click the Vendor Details tab.
  3. Choose Attachments.
  4. Browse and select the file you want to attach, then click on Open.

 

For more information about adding attachments to a vendor or customer profile, check out this article: Add or delete attachments in QuickBooks Online

 

Here's how you can add a bill to your vendors and record bill payments: Enter and manage bills and bill payments in QuickBooks Online

 

I'm always here if you need further help with adding attachments to your vendor's profile. Let me know by leaving a reply below. Keep safe, and have a wonderful day!

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