Name and Accounts

Name and Accounts

After you have granted access and created a backup of your file, you can proceed.

Your first step is to select a Vendor Name and Account.

Vendor Name: the name of the vendor where you made your purchases. We recommend using only one name (i.e. "Home Depot"), rather than each store's name and number (i.e. "Home Depot Neshaminy," "Home Depot Oxford Valley").

Transaction Type: How would you record the transaction (i.e. bill, check, credit card charge)?

Account: Depending on the transaction type, the most common account types used are:

  • Transaction Type: Bill
    Account Type: Accounts Payable
  • Transaction Type: Check
    Account Type: Bank
  • Transaction Type: Credit Card Charge
    Account Type: Credit Card

In case you cannot find the Name and Account:

  • Go to QuickBooks
  • Enter the Vendor Name and Account
  • Go to HammerZen
  • Click "Sync" to sync the data
  • Select the appropriate Vendor Name and Accounts
  • After you have made all the necessary selections, you should click on "Next".

(Everything linked and mapped will be saved for future imports.)


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