Manage Contacts

Contacts are the vendors, payees, and merchants linked to your client's transactions. Keeping them clean and consistent directly impacts the accuracy of your categorization, reports, and 1099 preparation — a duplicate contact means split transaction history and missed reporting thresholds.

Steps

View and Search Contacts

1. From your client's dashboard, click Contacts under the Bookkeeping section in the left sidebar
2. Use the search bar to find a specific contact or scroll to browse the full list
3. Click on any contact to view their name, status, number of transactions, and the full list of transactions associated with that vendor

Add a New Contact

1. Click + Add
2. Enter the contact details: Name (required), Type (Vendor, Client, or Both), Tax ID (EIN/SSN), 1099 (Y/N), and Status (Active/Inactive)
3. Click Create Contact

Edit a Contact

1. Click on any contact from the list to open their detail view
2. Click Edit, update the relevant fields, and click Save Changes — changes will reflect across all transactions associated with that contact

Merge Duplicate Contacts

1. Select the duplicate contacts you want to combine
2. Click Merge and choose which record should be the primary (surviving) entry
3. All transactions from the duplicates will be reassigned to the primary contact and duplicates will be removed

💡 Tip: Merging duplicates is especially valuable before running a 1099 Report. A vendor appearing under two slightly different names (e.g., "Amazon" and "AMAZON.COM") will show split payment totals — potentially falling below the reporting threshold when combined they shouldn't. Propio helps flag these inconsistencies, but a periodic review of your contact list keeps things clean year-round.

Related Articles

• Generate a 1099 Report
• Basic Transaction Categorization
• How AI Categorization Works