Add vendors

You can add information about your vendors in OnBalance so that you can keep track of the individuals and companies that provide goods and services for your business.

  1. In the Vendors screen, click New Vendor.
  2. Click Individual or Business.
  3. Enter the vendor information.
  4. Click Save.
  1. Tap More > Vendors >
  2. Tap Individual or Business.
  3. Enter the vendor information.
  4. Tap Save.
  1. Tap More > Vendors >
  2. Tap Individual or Business.
  3. Enter the vendor information.
  4. Tap

The availability of some or all of these features depends on your OnBalance bundle.


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