W9s for vendors

Attach vendor W9s directly to the vendor record for reference purposes.

Attach a W9 to a vendor record

Use the Attachment field on the Vendor information page to attach a W9.

  1. Go to Accounts Payable > All > Vendors.

  2. Do one of the following:

    • To add a new vendor: Select Create.
    • To edit a existing vendor: Select Edit at the end of the row.
  3. On the Additional information tab, in the Vendor details section, find the Attachment field.

  4. Do one of the following:

    • If you've already added the W9 to Intacct, select it from the dropdown.
    • If you have not uploaded the W) yet, select Add to add the W9 as an attachment.
  5. Select Save.

  1. Go to Accounts Payable > All > Vendors.

  2. Do one of the following:

    • To add a new vendor, select Add.
    • To edit a existing vendor, select Edit next to the Vendor ID.
  3. On the Vendor information page, go to the Additional information tab.

  4. In the Vendor details section, find the Attachment field.

    If you've already added the W9 to Intacct, select it from the dropdown. Or, select Add to add the W9 as an attachment.

  5. Select Save.

Identify vendors that do not have a W9

Create a custom view that shows which vendors have, and which vendors do not have, an attachment on their vendor record.

  1. Go to Accounts Payable > All > Vendors.

  2. From the Manage view dropdown, select New.
  3. Enter a name for your view.
  4. Under Columns, add Attachment, along with any other columns that you want to see.
  5. If you want vendors with attachments to appear at the top of the list, set the Sort by column to Attachment and set the Order to Ascending.
  6. Make any other customizations that you need.

  7. Select Save.

    The list automatically updates to show the new view.

  1. Go to Accounts Payable > All > Vendors.

  2. From the Options dropdown menu, choose Create new view.

  3. On Step 1 of the Create new view wizard, select the columns of data to include.

    You can choose from standard vendor fields (such as name and ID) and any custom fields that you've created for your company. Make sure to include Attachment as a field to appear.

  4. Make other changes as needed.

    Using the wizard, you can do the following:

    • Choose column order.
    • Choose the sort order for columns; for example, sorting vendors by ID or Visibility.