[Note: If you are on one of Fincent’s paid plans, you’ll automatically find vendor data from your QuickBooks Online (QBO) account in your Directory, along with a history of transactions with each. 


Haven’t connected your QuickBooks Online (QBO) account to Fincent yet? Contact [email protected] or your bookkeeper for assistance.] 

 

Here's a simple way to edit your vendor's email ID from Pay. 

 

You can edit your vendor’s name and email address in Pay when adding a new bill, making a payment without a bill or even on an existing bill.  

 

Change vendor’s details when adding a new bill or making a payment without a bill 

  1. Click Add a bill or Make a payment and select your vendor. 
  2. Click the 3 dots next to the vendor’s name for an option to Edit vendor details. 
  3. Update their name or email address and hit Save. 


Change vendor’s details on an existing bill 

  1. Select the bill from the To be Paid tab in Pay. 
  2. Click the 3 dots on the top right side of the bill details page to Edit bill. 
  3. Select the vendor and click on the 3 dots next to the vendor’s name to Edit vendor details. 
  4. Update their name or email address and hit Save.    


Your vendor’s details are immediately updated in the Directory and in your QuickBooks Online (QBO) account.  
 

However, there are two scenarios where your vendor’s data cannot be edited.  

  

1. If a payment has been sent to a vendor who is not yet part of the Fincent Network, you cannot edit the email address while payment is In Process.


We lock the vendor’s email address while we wait for them to accept your payment and confirm their “Registered Account Details.”  Until then, Fincent displays this information in Directory under the vendor’s payment account details. If the vendor’s payments are no longer in process (say they failed or were canceled), you can edit their email address in Pay when adding or editing a bill or making a payment without a bill. 

Note: The new email address will be updated in the vendor’s contact details in the Directory. Their payment account details section reflects the new email only once you send a payment to it.


2. If your vendor accepts your payment and becomes a registered Fincent user or if a payment has been sent to a vendor who is already part of the Fincent Network, their “Registered Account Details” will instantly appear on the bill, the payment, and in your Fincent Directory. 
 
You can no longer edit the payment details for this vendor as the data is maintained by the vendor themselves to ensure accuracy for future payments. You can, however, update the vendor’s contact details in QuickBooks Online (QBO) or you can edit the vendor’s contact name from Directory.