[Xero Users] Adding Samios Plumbing as a Supplier

[Xero Users] Adding Samios Plumbing as a Supplier

To add Samios Plumbing as a supplier in Xero, please follow these steps:

1: Click the plus sign in the top-right corner, and then click contacts from the drop-down menu, then follow the pictures below:



Then, you will need to create a 'test' purchase bill first in order for Xero to automatically categorise Samios Plumbing as a Supplier. To do this:

1) Click Business tab --> Click new purchase overview

2) Click  'purchase overview' 

 

3) Add Samios Plumbing in 'contacts' to the new purchase overview, then click Save.


Once that is done, log in to your Link4 account (click on the login button on the top right side). You will then see a page that allows you to easily connect to Samios Plumbing:


Click on the "Synchronize Contacts" button to update your contacts in Link4, then select the Samios Plumbing entry you just created, then select an default account for the Invoice:‚Äč



Then click "Submit" and you will be connected to Samios Plumbing and receive their invoices directly into your Xero.

If you need any additional assistance with this please feel free to get in contact with our Customer Success team at support@link4.com.au or by clicking the live chat in the bottom right-hand corner of your screen.


    • Related Articles

    • [Xero users] How to Allocate a Default Account to Samios Plumbing

      [Xero users] How to Allocate a Default Account to Samios Plumbing Once you have connected with Samios Plumbing on Link4, you should see them in your dashboard. Now, you can allocate them to an account. To do this, follow the steps below: (1) Go to ...
    • [Xero Users] Adding BOC as a Supplier

      [Xero Users] Adding BOC as a Supplier To add BOC as a supplier in Xero, please follow the steps below. Step 1 Click the plus sign at the top-right corner of the website and the select "Contact" from the drop-down menu. Step 2 Fill up the form to ...
    • [MYOB AccountRight] Adding Samios Plumbing as a Supplier

      If Samios Plumbing is not listed as a supplier in your MYOB AccountRight, please follow these steps: 1: Open MYOB AR, then in the Command Centre, Click on "Card File", and then click on "Cards List." 2: Click "New" in the top-right corner. 3: Set the ...
    • [QuickBooks Online] Adding Samios Plumbing as a Supplier

      To add Samios Plumbing as a supplier in QuickBooks Online, follow the steps below: Step 1 Inside QuickBooks Online, go to the 'Expenses' menu and select 'Suppliers.' You will be redirected to the 'Suppliers' page. Step 2 You can import suppliers from ...
    • [Xero Users] Adding CNW Electrical as a Supplier

      To add CNW Electrical as a supplier in Xero, please follow these steps: (1) Click the plus sign in the top-right corner and click "Contact" from the drop-down menu. (2) Fill up the form to provide the Contact and Financial details for CNW Electrical. ...