You add and edit contacts directly in the document view, next to the invoice preview. When Datamolino cannot pair the supplier on a document with a contact in your accounting software, click Add Contact to create a new one. To change the details of an existing contact, select it and click Edit.

Having the contact form next to the preview lets you copy details such as the address, VAT number or bank account straight from the invoice.

👉 Do I need to open Xero or QuickBooks Online to add a contact?

No. Contacts you add or edit in Datamolino are saved in your accounting software as well. The fields you see depend on the accounting software the folder is connected to, because Xero and QuickBooks Online store different contact details.

For Xero folders, the Show in Xero link opens the same contact in Xero. Use it when you want to edit details that the Datamolino form does not cover. Datamolino lets you edit the most important contact fields, and Xero has everything else.

The Lookup link next to the supplier name runs a web search for the company. This helps when the invoice does not show the full company details.

You can add a supplier's bank account number to the Xero contact from Datamolino. Click Edit on the contact in the document view, fill in the bank account and save. This is useful if you pay suppliers through Xero batch payments.

Note: Since 29 June 2026, Xero requires the Bank account admin permission to add or change bank details on a contact that already exists in Xero. Without it you will see a "Forbidden access" error. Learn more about why you cannot edit a supplier's bank account details.