You can use contacts in Bluevine accounting to organize the people and businesses associated with your transactions. From the Contacts page, you can add, search, edit, and delete contacts, review transactions associated with a contact, and export your contacts.

You can also create or assign a contact while categorizing a transaction. Existing payees from Bill Pay and customers from Sales automatically populate in the To/From contacts dropdown in the Transactions page. When you assign an existing payee or customer to categorize a transaction, they are saved as a contact in Bluevine accounting and appear on your Contacts page. Note: new contacts added to Bluevine accounting will not show up as payees in bill pay or customers in sales.

Add a contact

You can add a contact from the Contacts page.

1. Sign in to your Bluevine dashboard.

2. Go to Accounting > Contacts.

3. Select Add contact.

4. Select whether the contact is a Person or Business.

   • For a person, enter their first and last name.

   • For a business, enter the company name.

5. Add any additional contact information you want to save.

6. Select Save.

Each contact must have a unique name. If a contact with the same name already exists, you’ll need to use a different name or update the existing contact instead.

Add or assign a contact to a transaction

Assigning a contact to a transaction can help you track transactions associated with a specific person or business in your accounting records.

1. Sign in to your Bluevine dashboard.

2. Go to Accounting > Transactions.

3. Find the transaction you want to update.

4. Open the To/From dropdown.

5. Select an existing contact or select Add contact.

6. If you’re adding a contact, select Person or Business.

   1. For a person, enter their first and last name.

   2. For a business, enter the company name.

7. Enter any additional contact information you want to save.

8. Select Save.

Existing contacts may also appear in the To/From dropdown and can be assigned to transactions.

View and manage your contacts

Go to Accounting > Contacts to view your contacts.

From the Contacts page, you can:

• Add a contact

• Search for a contact

• View transactions and details for a contact

• Edit a contact

• Add notes to a contact

• Delete a contact

• Export your contacts to a CSV file

  • Select the export button 

Search for a contact

You can search your contacts to quickly find a person or business without scrolling through your full contacts list.

1. Go to Accounting > Contacts.

2. Enter a name or keyword in the search bar.

3. Review the matching contacts.

Your contacts list updates as you type and displays contacts with matching information, such as a person's name or business name. To return to your full contacts list, clear the search bar.

View transactions and details for a contact

Select a contact from the Contacts page to view its details and transaction history.

The contact details page includes outgoing and incoming transactions associated with that contact. Any notes you’ve saved for the contact also appear on this page, so you can reference important payment, billing, bookkeeping, or relationship details alongside the contact’s transaction history.

You can also update the To/From or Category for transactions displayed on the contact's page.

Edit a contact

You can update a contact from the Contacts page or the contact's details page.

1. Go to Accounting > Contacts.

2. Find the contact you want to update.

3. Open the contact or its actions menu.

4. Select Edit.

5. Update the contact information.

6. Select Save.

Add notes to a contact

You can add notes to a contact to keep useful information about a customer or vendor with their accounting details. Notes can help you remember important payment, billing, bookkeeping, or relationship details when you work with the contact again.

For example, you can use notes to keep track of:

• Payment and billing details: Record payment preferences, billing requirements, payment terms, or the name that may appear on transactions.

• Bookkeeping reminders: Add information that can help you categorize or reconcile recurring transactions.

• Customer or vendor details: Keep track of important contacts, project information, or other details about your business relationship.

• Follow-up reminders: Record information you may need the next time you work with the customer or vendor.

To add or update a note:

1. Go to Accounting > Contacts.

2. Select the contact you want to update.

3. Select Edit.

4. Expand the carrot on the Additional details section

5. Enter the information you want to save in Notes.

6. Select Save.

Important: Avoid entering sensitive information in notes, such as passwords, full payment card numbers, bank account numbers, or other information that does not need to be stored with the contact.

Delete a contact

Deleting a contact removes it from your active contacts without removing the contact from transactions that are already part of your accounting history.

1. Go to Accounting > Contacts.

2. Find the contact you want to delete.

3. Open the contact's actions menu.

4. Select Delete.

5. Follow the prompts to confirm.

Deleting a contact does not delete its associated transactions.