---
title: "Update vendor information"
slug: "update-vendor-information"
updated: 2026-07-23T21:02:33Z
published: 2026-07-23T21:02:33Z
canonical: "help.wrapbook.com/update-vendor-information"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update vendor information

> [!NOTE]
> Vendors is permission based
> 
> To update, your account must have one of the following roles enabled:
> 
> - Role: *Company Admin, Company Manager*
> - Custom role with: Accounting & Cost Tracking: *Vendors - Full access, Project access*

To update vendor information:

1. Go to the [Vendors dashboard](/v1/docs/vendors-dashboard)
2. On the *Vendors* dashboard, click the **menu button** (⋮) next to the vendor record you want to update, then select **Edit**
  - **Note:** Clicking a vendor's name opens that vendor's transaction list. To edit vendor details, use the menu button instead.
3. On the *Edit vendor* page, click the fields you want to update and make your changes
4. When you're finished, click the **Save** button

## Promote a project vendor to the company level

> [!NOTE]
> Vendors is permission based
> 
> To update, your account must have one of the following [roles](/v1/docs/roles-permissions) enabled:
> 
> - Role: *Company Admin, Accountant, Company Manager*
> - Custom role with: Accounting & Cost Tracking: *Vendors - Full access*

In Wrapbook, you can move a vendor record created at the [project level](https://help.wrapbook.com/docs/vendors-dashboard#vendor-access-levels) to the [company level](https://help.wrapbook.com/docs/vendors-dashboard#vendor-access-levels) so the information can be accessed by authorized team members on any company project.

Here’s how:

1. Go to the [Vendors dashboard](https://help.wrapbook.com/docs/vendors-dashboard)
2. On the *Vendors* dashboard, scroll, search, and/or apply filters to find the vendor record
3. Click the three dots next to the vendor record, and select **Promote to company level**
4. In the *Promote vendor to company level* popup, click the **Confirm** button

![Vendors list showing options to edit and promote vendor levels in a project.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1778778333915.png)

*On the Vendors dashboard, click the three dots next to the project-level vendor that you want to promote and then click to select,* ***Promote to company level***

![Confirmation prompt to promote Aa Movers as a company-level vendor for projects.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-12-12T122345.628.png)

*In the popup confirmation, click* ***Promote vendor***

### Managing duplicate vendor records

In Wrapbook, vendors created at the project level are scoped to that project and don’t replace or modify any existing company-level vendor record for the same vendor.

If a duplicate vendor record is detected when trying to promote a record from the project level:

- You won’t be able to select *Promote to company level*
- An alert will tell you *This vendor cannot be promoted because it has the same TIN/EIN as another company vendor*

To combine the vendor records, see [Merging duplicate vendors](/v1/docs/merging-duplicate-vendors#overview).

![Vendor promotion blocked due to duplicate TIN/EIN with another company vendor.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-12-15T121330.446.png)

*An alert will notify you if the vendor already exists at the company level*

A company or individual providing a product or service.

(Taxpayer Identification Number) Official identification number, often a Social Security or Federal ID number, used for tax reporting.

Employer Identification Number: Federal tax identifier used to identify a business