Step 10: Set Up Default Payment Information (QBO)

add your vendor's banking information on the companion app dashboard , select vendors select your desired vendor on the vendor's page select the banking details sub tab select add bank account to add your vendor's banking information add your vendor's country and currency and select continue to bank details fill out the rest of your vendor's banking information then select save and finish once you have completed filling out all the information, select ok, got it! select a default payment information you may choose to set up a default payment method for a vendor so you do not have to select it each time navigate to a vendor's record and select the payment methods sub tab select which default payment method you would like to use from the drop down menu enabling grouped bills for payments to enable the grouping of your bills for a vendor into one payment, go to the products sub tab to turn this on, select the toggle if you now pay multiple bills from this vendor in one payment run, only one payment will be send to this vendor stop syncing bills of a vendor if you wish to pay a vendor out of companion app and want to avoid pulling their bills in the companion app, you can configure it on the profile sub tab simply enable the following toggle updating vendor address the companion app allows you to update your vendor's address please make sure the address is accurate as this will be the one picked up to send checks also, note that updating the address within companion app will also update the vendor record in your accounting software