You can import Vendors List from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Pre Requisites:
Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].
Importing Vendors list into QuickBooks Online:
To import bulk/batch vendors list into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the Vendors List that you want to import.
Step 2: Select the QuickBooks entity as Vendors.
Step 3: Set up the mapping of the columns in your Vendors List import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Vendors List will be directly added to your QuickBooks company.
The important step in the import is to map your file headers to QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields.This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.
How to Import Vendors List into QuickBooks Online (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select Transaction, List, or Attachment to upload your file into QuickBooks.
4) Select the QuickBooks entity as "Vendor".
5) Select the files you want to upload.
6) Set up the Mapping of the columns in your Vendors List.
7) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.
8) Select the "Save and Continue" button to view the mapped Excel data according to the QuickBooks file headers.
9) Select the Upload tab.
10) The data was imported successfully into Quickbooks.
Let’s have a look at the SaasAnt Transactions Online Fields.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Title | Characters | Title of the Vendor. |
| Company | 50 Characters | The name of the company associated with the Vendor or organization. |
| First Name | 25 Characters | Given name or first name of the Vendor. |
| Middle Name | 25 Characters | Middle name of the Vendor. |
| Last Name | 25 Characters | Family name or the last name of the Vendor. |
| Suffix | 10 Characters | Suffix of the name. |
| Display Name As | 100 Characters | The name of the Vendor or organization as displayed in QuickBooks Online. This must be unique across all other customers, employees, vendors, and other names. |
| Print On Check As | 100 Characters | Name of the Vendor or organization as printed on a check. If it not provided, this is populated from Display Name. |
| Billing Address Line 1 | 500 Characters | First line of the Billing Address. |
| Billing Address Line 2 | 500 Characters | Second line of the Billing Address. |
| Billing Address Line 3 | 500 Characters | Third line of the Billing Address. |
| Billing Address City | 255 Characters | City Name. |
| Billing Address Postal Code | 31 Characters | Postal code (Zip code for USA and Canada). |
| Billing Address Country | 255 Characters | Name of the country. |
| Billing Address State | 255 Characters | Region within a country. Ex: State Name for USA, Province name for Canada. |
| Shipping Address Line 1 | 500 Characters | First line of the Shipping Address. |
| Shipping Address Line 2 | 500 Characters | Second line of the Shipping Address. |
| Shipping Address Line 3 | 500 Characters | Third line of the Shipping Address. |
| Shipping Address City | 255 Characters | City Name for Shipping Address. |
| Shipping Address Postal Code | 31 Characters | Postal code (Zip code for USA and Canada) for Shipping Address. |
| Shipping Address Country | 255 Characters | Name of the country for Shipping Address. |
| Shipping Address State | 255 Characters | Region within a country. Ex: State Name for USA, Province name for Canada. |
| Phone | 21 Characters | The telephone number in free form. |
| Mobile | 21 Characters | The Mobile number in free form. |
| Fax | 21 Characters | The fax machine number in free form. |
| Other | 21 Characters | Other contact information. |
| Website | 1000 Characters | Web Site URL. |
| Email | 100 Characters | Email address. |
| Account No | 99 Characters | Name or number of the account associated with this vendor. |
| Tax ID | Characters | The Tax ID of the Vendor or the Organization. |
| Terms | Characters | Reference to a term associated with the Vendor. |
| Opening Balance | Decimal | The open balance amount or the amount unpaid by the Vendor. |
| Open Balance Date | Date | Date of the Open Balance. |
| Notes | 2000 Characters | Free form text describing the Vendor. |
| Track payments for 1099 | Boolean | This vendor is an independent contractor; someone who is given a 1099-MISC form at the end of the year. |
| Currency Code | Characters | Currency Code. |
Possible Failures & Troubleshooting Tips
Please update the currency field with allowed values.
Kindly refer this link to know more about the allowed currencies.
Please find the Vendors List template attached here for your reference: