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].

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 using SaasAnt Transactions Online

1) Login into SaasAnt Transaction Online

2) Select the Bulk Upload Tab.

3) Select the QuickBooks entity as "Vendor".

4) Select the files you want to upload.

5) Set up the Mapping of the columns in your Vendors List.

6) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.

7) Select the Upload tab.

The data was imported successfully into QuickBooks.

Let’s have a look at the SaasAnt Transactions Online Fields.

SaasAnt Transactions (Online) Fields

Vendor List Import Settings Reference Guide

When importing a clean list of vendors into your QuickBooks directory, use these settings to ensure your data stays organized, matches correctly, and doesn't create duplicate entries.

Vendor Identification & Matching

• Do you want to identify the vendor based on their Account Number?

  • Location: Vendors Tab

  • What it does: Tells SaasAnt to cross-reference and match the rows in your upload list against your existing QuickBooks directory using the Vendor Account Number field rather than searching by the vendor's name. This is perfect if you use distinct account numbers to manage your supplier records.

• Would you like to match the names exactly as they appear in your file for customers, vendors, and items?

  • Location: Products / Services Tab (Global Text Switch)

  • What it does: Enforces a strict, character-by-character match against names. If enabled, it strips out formatting variations (like trailing spaces, subtle case discrepancies, or extra characters) when checking your import file against your current QuickBooks directory to prevent accidental duplicates.

Data Updates & Contact Information

• Do you want to Update the address (Customer & Vendor) in QuickBooks from the file?

  • Location: Transactions / Validation General Panels

  • What it does: Overwrites the existing billing or shipping address data currently saved in your QuickBooks profiles with the fresh address details provided in your upload list.

  • Take note: Turn this on if your spreadsheet contains updated or newly corrected address records that need to serve as the master source of truth.

Global Import Automation & Safety Rules

• Do you want to create Customers, Vendors, Locations, Classes, and Accounts automatically?

  • Location: General Tab

  • What it does: This master switch must be enabled if your upload spreadsheet contains brand-new vendor names that do not yet exist in your QuickBooks records. If this is turned off, the system will flag an error and reject any rows containing completely new supplier names.

• Do you want to apply suggestions automatically?

  • Location: General Tab

  • What it does: Employs automated matching logic to cleanly fill minor data gaps or fix close naming variations in your list without failing the import.

Possible Failures & Troubleshooting Tips

 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.

The 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 QuickBooks with given "Display Name". If you want to continue with the same vendor, please change the "Display Name".