You can import Vendors List from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. 

Connect your QuickBooks Online to Excel Transactions App from QBO AppStore by clicking the "Get App Now" button

You can get the free trial of the product in the QBO AppStore. 


Basic Import Steps


Click on "Upload File" Menu and upload your file.

  1. Select your file and spreadsheet which has the Vendors List that you want to import
  2. Select the QBO entity as Vendors
  3. Set up the mapping of the columns in your Vendors List import file to the corresponding fields in QuickBooks (Refer below Section)
  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 "Excel Transactions" 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 QBO 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.




Excel Transactions 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


Image result for error Invalid or Unsupported currency type supplied. Supplied value:***

Please update the currency field with allowed values.

Kindly refer this link to know more about the allowed currencies.


Image result for errorThe name supplied already exists. : Another customer, vendor or employee is already using this name. Please use a different name.

This Vendor is already available in QBO with given "Display Name". If you want to continue with the same vendor, please change the "Display Name".