--- title: W9s & Vendors FAQ | Roll Credits Help Center description: Guides --- [Skip to content](https://help.rollcredits.io/w9s-vendors-faq-roll-credits-help-center#main-content) ![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png) Open main navigation Close main navigation - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Guides](https://47441426.hs-sites-na2.com/?hsLang=en) 2. [Project](https://47441426.hs-sites-na2.com/project?hsLang=en) # W9s & Vendors FAQ | Roll Credits Help Center ### W9s & Vendors FAQ Written by Chase Gladish April 30, 2025 ### Managing Vendors ### **How do I manage vendors?** Navigate to[**Projects → Vendors & POs**](https://app.rollcredits.io/project/vendors) and open the **Vendors** tab. Here, you’ll see a list of all vendors imported from **Invoices & Estimates** (uploaded under **Transactions → Vendors & Contractors**). Each row displays: - Vendor Name - Business Name - W9 Status - W9 File - A **Review** button (eye icon) to view vendor details Vendor Name Business Name W9 Status W9 File A **Review** button (eye icon) to view vendor details ### **How can I view vendor details?** 1. Go to **[Projects → Vendors & POs](https://app.rollcredits.io/project/vendors)** 2. Click the **eye icon** next to the desired vendor to open a “Vendor Details” window. Go to **[Projects → Vendors & POs](https://app.rollcredits.io/project/vendors)** Click the **eye icon** next to the desired vendor to open a “Vendor Details” window. Details shown: - Vendor Name & Business Name - Contact Phone & Email - Address, City, State, Zip - SSN & EIN - Company Type - Payment Preferences (Timing & Type) Vendor Name & Business Name Contact Phone & Email Address, City, State, Zip SSN & EIN Company Type Payment Preferences (Timing & Type) ### **How can I merge vendors?** 1. Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** 2. Locate the vendor you want to merge and click the **three dots** on the far right. 3. Select **Merge Vendor** from the dropdown menu. Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** Locate the vendor you want to merge and click the **three dots** on the far right. Select **Merge Vendor** from the dropdown menu. A pop-up window will appear prompting you to choose another vendor from a dropdown list to merge with. Once selected: - The merge will apply **across all projects** in your company. - **All transactions** associated with the original vendor will be reassigned to the selected vendor, both **retroactively and moving forward**. - You’ll see a summary of **how many transactions will be affected** before confirming the merge. The merge will apply **across all projects** in your company. **All transactions** associated with the original vendor will be reassigned to the selected vendor, both **retroactively and moving forward**. You’ll see a summary of **how many transactions will be affected** before confirming the merge. After reviewing the details, click **Merge** to complete the process. ### Importing & Exporting Vendors ### **Can I import a vendor list?** There’s no direct bulk import option. However, uploading **Invoices** or **Estimates** will automatically create vendor entries. **Steps:** 1. Go to **Transactions → Vendors & Contractors** 2. Click **Upload & Scan** 3. Choose to upload an **Invoice** or **Estimate** 4. Drag & drop or select your files (.pdf, .png, .jpg, .jpeg, .heic). - You can upload up to ~80 documents at once. Go to **Transactions → Vendors & Contractors** Click **Upload & Scan** Choose to upload an **Invoice** or **Estimate** Drag & drop or select your files (.pdf, .png, .jpg, .jpeg, .heic). You can upload up to ~80 documents at once. You can upload up to ~80 documents at once. Our system will: - Auto-scan and extract relevant data: vendor name, amount, issue date, address, card info, etc. - Create a transaction with all this information and attach the original document. Auto-scan and extract relevant data: vendor name, amount, issue date, address, card info, etc. Create a transaction with all this information and attach the original document. ### **How can I export a vendor list?** Go to[**Projects → Vendors & POs**](https://app.rollcredits.io/project/vendors) and click **Export Vendor Information** to download a full breakdown of your vendor data. ### **How can I export all W9s for my vendors?** Go to **[Projects → Vendors & POs](https://app.rollcredits.io/project/vendors)** and click **Export All W9s** to download a complete set of all stored W9 files. ### W9 Management ### **How can I request a W9 from a vendor?** 1. Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** 2. Locate the vendor and click **+ Add a W9** under the “W9 File” column 3. Select **Request W9 from Vendor** 4. Enter the vendor’s email and click **Save** Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** Locate the vendor and click **+ Add a W9** under the “W9 File” column Select **Request W9 from Vendor** Enter the vendor’s email and click **Save** An email will be sent prompting the vendor to upload their W9. Once uploaded, it will automatically populate in the “W9 File” column and be available across all projects. ### **How do I add a W9 to a vendor?** 1. Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** 2. Under the “W9 File” column, click **+ Add a W9** 3. Choose one of the following: - **Request W9 from Vendor** – sends an automated email to the vendor - **Add W9 Manually** – upload the file yourself (.pdf, .png, .jpg, .jpeg, .heic) Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** Under the “W9 File” column, click **+ Add a W9** Choose one of the following: **Request W9 from Vendor** – sends an automated email to the vendor **Request W9 from Vendor** – sends an automated email to the vendor **Add W9 Manually** – upload the file yourself (.pdf, .png, .jpg, .jpeg, .heic) **Add W9 Manually** – upload the file yourself (.pdf, .png, .jpg, .jpeg, .heic) ### **How do I delete a vendor?** 1. Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** 2. Find the vendor you wish to remove 3. Click the **three dots** on the right, then select **Delete Vendor** Go to **[Projects → Vendors & POs → Vendors](https://app.rollcredits.io/project/vendors)** Find the vendor you wish to remove Click the **three dots** on the right, then select **Delete Vendor** - [FAQs](https://47441426.hs-sites-na2.com/faqs?hsLang=en) - [Project](https://47441426.hs-sites-na2.com/project?hsLang=en#main-content) - [Team](https://47441426.hs-sites-na2.com/project?hsLang=en#team) - [Payments](https://47441426.hs-sites-na2.com/payments?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Budget](https://47441426.hs-sites-na2.com/budget?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#main-content) - [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions) - [Cards](https://47441426.hs-sites-na2.com/cards?hsLang=en) - [Company](https://47441426.hs-sites-na2.com/company?hsLang=en) - [Approvals](https://47441426.hs-sites-na2.com/approvals?hsLang=en) - [Settings](https://47441426.hs-sites-na2.com/settings?hsLang=en) - [Reconciliation](https://47441426.hs-sites-na2.com/reconciliation?hsLang=en) - [User Role Guides](https://47441426.hs-sites-na2.com/user-role-guides?hsLang=en) [![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png)](https://rollcredits.io) Copyright © 2026, RollCredits