KashFlow: Link Existing Suppliers

Previous Lesson: Link Existing Customers

Introduction


In the same way that you needed to Link Existing Customers using a code or ID number, you need to link your KashFlow supplier accounts with your Commusoft Supplier Accounts. To do this you need to prompt Commusoft to send the correct data to the correct KashFlow Account. Firstly you need to find the Account ID number in KashFlow.

 

Get Supplier ID

Within KashFlow go to Suppliers.

Find the Supplier you wish to link with a Supplier in Commusoft: In this case Test Supplier

 

 

Click on the Name of the Supplier to open the Supplier details.

The ID can be found in the URL and is circled below. Copy this exactly, you will use this ID within Commusoft.

 



Link Supplier

Within Commusoft go to your Supplier page. We are linking our two Test Vendor accounts so we are opening the Test Vendor supplier details in Commusoft.

Go to Actions > Accounting Setup

 

 

In the form that opens, paste or enter the ID you gained in the steps above.

 

KashflowSupplier4.png

 

Press Save.

 

Next Lesson: Send Data

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