FTF Documentation

Appearance

Sync or delete a vendor ​

When to use it ​

Use this guide when you need to sync or delete a vendor.

Before you start ​

  • Open Vendors from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

The vendor can be synced to QuickBooks or submitted for removal.

Vendor details identify the payee. Payment-profile approval determines the eligible payment destination; submitting details is a separate review request.

Steps ​

  1. Find the vendor and check its name and payment details.
  2. Use Sync to QB and check the QuickBooks result.
  3. Use Delete only for an incorrect eligible vendor. Review the confirmation before Yes, Delete.

Screenshot placeholder: Vendors: sync or delete a vendor.

Screenshot to add: Vendors: sync or delete a vendor. Capture filename: images/sync-or-delete-a-vendor.png.

Restrictions ​

Deleting a vendor does not cancel linked purchases or payments. Sync and deletion require the matching access.

If something went wrong ​

After an unclear Sync to QB, have Finance match the saved vendor to its QuickBooks record before retrying. Correct supported ERP details through Create or update a vendor, and review the external correction separately.

After an unclear Delete, check the vendor list before repeating it. If the wrong vendor was removed, give Finance the original reference and linked purchases/payments. No restore control is described here; creating another vendor does not restore its old links.

Check the correction ​

Check the vendor's actual list result and accounting reference. Review linked purchases and payments separately; deletion does not cancel them.