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 QuickBooks AppStore by clicking the "Get App Now" button.
You can get the free trial of the product in the QuickBooks AppStore.
Basic Import Steps
Click on "Upload File" Menu and upload your file.
- Select your file and spreadsheet which has the Vendors List that you want to import
- Select the QuickBooks entity as Vendors
- Set up the mapping of the columns in your Vendors List import file to the corresponding fields in QuickBooks (Refer below Section)
- 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 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 firstname.lastname@example.org.
Excel Transactions Fields
|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
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.