Purpose:

Create a new payee.

Explanation: 

Name is the only required field. The Default Category is used to pre-populate the category of a transaction when using this payee in the Register. If the Employee ID Number is a SSN (Social Security Number) make sure to check the SSN box so the system knows to encrypt it. Form 1099 indicates the payee is to receive a 1099 form and should be included in the 1099-MISC Report.

Actions:

Enter New Payee Information: Enter information in the following fields.

• Name: (required) Enter Payee name.
• Default Category: Select a default category from the drop down list.
• Email: Enter Payee email address.
• Phone: Enter Payee phone number.
• Fax: Enter Payee fax number.
• Website: Enter Payee website.
• Address: Enter Payee street address.
• City: Enter Payee city.
• State: Enter Payee state.
• Zipcode: Enter Payee zipcode.
• Country: Select Payee country from drop down menu.
• Employee id number: Click the checkbox if you are entering a SSN.
• Form 1099: Click the radio button to select "yes" or "no" if Payee is to receive a 1099-Form.
• Notes: Enter any notes in this field.

Save: Create the payee.

Cancel: Exit without saving.

Additional Resources: