Add a Vendor Company to Lever360
Add a company to your vendor list so it becomes available to select as a vendor on purchase orders — and ready to sync with QuickBooks.
Overview
Before you can select a company as a vendor on a purchase order, that company has to be added to your vendor list. This article walks through turning any company in your Company List into a vendor so it becomes available when you create a purchase order.
Video Walkthrough
Watch the step-by-step walkthrough of this process.
How to Add a Company to Your Vendor List
Step 1 — Open Your Company List
From the main menu, select Company List. This is where all of the companies you work with are stored.
Step 2 — Select or Create a Company
You can add an existing company to your vendor list, or create a new company and save it first. Search for the company you want, for example a subcontractor or material supplier, and open its record.
Step 3 — Turn On the Add to Vendor List Toggle
On the company's main General page, scroll toward the bottom to the Other Information block. Locate the Add to Vendor List toggle and turn it on.
Once the toggle is on, this company will appear in the vendor list you choose from when creating a purchase order.
💡 Tip. Turning on the vendor toggle also unlocks the QuickBooks vendor sync options for that company, so you can match or push the vendor to QuickBooks. See the related article below |
Step 4 — Confirm the Vendor Appears on a Purchase Order
To confirm, open a job, go to the Billing tab, and start a new purchase order with Create Purchase Order. When you open the Vendor selection, the company you just added will now show in your vendor list, ready to select.
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Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
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