Managing Your Vendors

See vendor spending with transactions automatically grouped.
At-a-glance insights: total vendors, total vendor spend, and new vendors this period.
Create or edit vendor-linked transactions (OPEX, Cost of Revenue, Prepaids).
Get tax-ready: review 1099 eligibility and W-9 status without leaving Vendors.

How to Access Vendors in Digits

From your dashboard, click Vendors in the left navigation menu.

Tip: Set your Time Period at the top of the page to control what you’re reviewing.

What counts as a vendor transaction?

Entries booked to Operating Expenses, Cost of Revenue, Other Expenses, or Prepaids / Inventory / Fixed Assets.

How are vendors added?

✨ Digits automatically adds vendors when it detects new names from Bank/Connection feeds, CSV uploads, or Digits Pay data.

To add a vendor manually while booking/editing a transaction:
Click the Party field.
Start typing the vendor name.
If not found, select Add — Digits auto-enriches with logo and public info.

Tip: Click or hover a vendor name to view its profile and associated transactions.

Create or edit vendor-linked transactions

Open Vendors and select a vendor.
Click Edit to enter edit mode.
Update Category or other allowed fields on the listed transactions.
Click Save to apply changes.

Note: You can edit a transaction's Party (the customer or vendor associated with the transaction) and its Category. However, you can't rename customers or vendors. Their names, logos, and descriptions are added automatically through enrichment. If a transaction is linked to the wrong party, reassign it to the correct customer or vendor instead.

Filter and sort Vendors

Vendor filters

Search by name.
Total spend thresholds.
Quick toggles: New Vendors, Multiple Categories.

Transaction filters

Category: Use search or scroll to select from Category Manager.
Source: Use search or scroll to pick an institution.
Match Status: Matched or Unmatched.
Transaction Amount: Enter Min/Max or use the range slider.
Transaction Type: Pay In, Pay Out, Journal, Transfer, Invoice, Bill.

Sorting

Click any column header in a transactions table (e.g., Date, Amount, Category).
Use the Sort control in the vendor list header for vendor-level sorting.

How to Export Vendor Data

Click the menu in the top-right (next to Add Transaction).

Choose one of the following:

Download CSV: save a CSV of customer or vendor transactions to your computer.
Export CSV to Vault: save the CSV to your Vault folder for sharing or future access.

Frequently Asked Questions

What if a vendor appears under multiple categories?

Use the Multiple Categories filter to find them, then open Edit and correct the transaction categories for consistency.

How do vendors get created?

Automatically from feeds, CSV uploads, and Digits Pay. You can also add a vendor from the Party field while editing or creating a transaction.

Can I export vendor and customer lists from Digits?

Yes, partially. You can export a CSV that includes vendor/customer (party) names by downloading a transaction export (for example, Transactions by Vendor, which includes a Party Name column).

However, Digits doesn’t currently provide a “vendor list” or “customer list” master export in a ready-to-upload format that includes full contact fields (like email, address, phone, etc.). If you need a true vendor/customer master list for a transition, you may need to compile it manually from the Vendors/Customers pages for now.

Why did a vendor (or customer) disappear from the list after I recategorized it?

Nothing was deleted. Whether a payee shows up under Vendors or Customers is determined by the type of category its transactions are assigned to—for example, expense-type categories place a payee in Vendors, and income/revenue-type categories place them in Customers.

When you recategorize a payee's transactions, Digits re-evaluates where that payee belongs. If the new category is a different type, the payee moves to the other list—or, in some cases, may not appear under either tab—even though its transactions remain fully intact in the ledger.

To find a "missing" payee: check the other tab (Vendors vs Customers), and confirm the category type you assigned. Its transactions are still in the ledger regardless of which list the payee appears in.

If a payee isn't showing where you expect, review the category it's coded to in the Category Manager.

My payment says "Awaiting Vendor," but my vendor hasn't received it. What does that mean?

Awaiting Vendor means the payment has left your account and is waiting for the vendor to claim it. Funds are typically available within 2–3 business days after the vendor accepts the payment.

If this is the vendor's first payment through Digits, they'll need to accept the payment invitation. Ask them to check their inbox and spam folder, or resend the invitation if needed.

If the payment shows Delivery Failed instead, update the vendor's payment information and retry delivery.

Can I edit a vendor's name?

No. Editing vendor names isn’t supported. To correct a name, stop using the old one and add the correct vendor going forward.

Can I delete a vendor?

No. Vendors cannot be deleted.

How are Vendors and Customers different from QuickBooks Classes or Divisions?

Digits' Vendors and Customers identify who you do business with. They group transactions by the party you paid or billed, making it easy to review spending, revenue, and vendor activity.

QuickBooks Classes and Divisions are used to segment your books and reports by parts of your business. In Digits, use Departments and Locations for that purpose.

Example: A payment to a vendor is associated with that vendor. A Department or Location identifies the team, service line, office, or region the expense belongs to.

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support