Adding a New Payee
When using QuickBooks Online, it may become necessary to add a Payee option from the drop-down list when allocating a Payee to a Vendor.
Note: The Payee must be added on the accounting platform first, and then it is loaded into Craftable the next time the Bills and Credits sync with the accounting software.
- Log in to Craftable and ensure you click into the Books platform.
- Select Vendors from the navigation menu.
- In the upper right-hand corner, locate and click the Sync button, and this will initiate the transfer of any additional payees into Craftable.
