At a Glance

• The Solution: Use SaasAnt's Download (Export) feature to extract your complete Vendor List into a clean Excel/CSV format.

• The Key Benefit: Native QuickBooks Online vendor reports often group contact details together or omit critical backend data like Tax IDs, Vendor Notes, and 1099 tracking status. SaasAnt extracts every available data point into distinct, separated columns—creating a flat, import-ready file that is perfect for AP automation, CRM syncing, or bulk updating.

• Quick Steps: Quick Access > Download (Export) > Select Vendors > Search > Download.

Getting Started

• Install: Get SaasAnt Transactions from the QuickBooks App Store and start a free trial.

• Connect: Securely authorize the connection to your QuickBooks Online company. We do not store your customer data; we simply process the transfer.

How to Export Vendors Step-by-Step

1. Navigate to Download (Export)

In Quick Access, click the Download (Export) button in the main menu.

2. Select Entity

In the Transaction/List dropdown, select Vendors.

3. Select Date Strategy

Unlike transactions, vendors are "lists" in QuickBooks. Choose the date type that matches your goal:

• Search By Created Date: Exports based on when the vendor profile was first entered into QuickBooks. Use this to pull a list of all new suppliers onboarded this year.

• Search By Last Updated Date: Exports based on when the vendor record was last modified. Use this to audit recent changes to supplier payment terms, addresses, or banking details to prevent AP fraud.

4. Set Date Range & Format

• Range: Enter your start and end dates. To export your entire vendor database, enter a start date far in the past (e.g., 01/01/2000) to the current date.

• Format: Use the dropdown inside the date box to pick your preferred format (e.g., MM/DD/YYYY).

5. Select Template

In the Use Saved Template dropdown, leave it as Simple Mapping for a standard export.

• Tip: Create a custom template if you need it for your reporting workflow using the Add new template option. This is highly recommended if you are exporting vendors to import into a third-party AP automation tool or ERP system that requires specific column headers.

6. Configure Filters & Search

Use the available filters to isolate specific suppliers:

• Balance Range: Enter a From Amount and To Amount to filter vendors based on their open AP balance. Set From Amount to 0.01 to export only suppliers you currently owe money to.

• Status: Filter by Active or Inactive to exclude archived vendors from your active supplier list.

• Company Name: Input a specific name to locate a single vendor profile.

• Show Records From (Start At): Use this to chunk large exports. If you need to export 5,000 records, run 1–2,500 first, then run a second search starting at 2,501.

Click the blue Search button to preview results.

7. Review & Download

After clicking Search, the data preview grid will load:

• Verify Contacts: Ensure the grid displays the expected Display Names, Company Names, and contact details.

• Total Records: Check "Total records found" (e.g., 70 records) to confirm the expected volume of your supplier base.

• Select Format: Click the Download button at the bottom right, choose .xlsx (Excel) or .csv, and the file will download.

Automate with Backup

The steps above are for manual exports. If you need a regular sync of your vendor list to feed an external AP routing system or procurement database, use the Backup module.

• Set it and forget it: Schedule daily, weekly, or monthly exports.

• Delivery: Have files automatically sent to email, FTP, or storage integrations without logging in.

Why export vendors with SaasAnt?

• Structured File Format: Native QBO reports often export to Excel with merged cells, headers, and blank rows that break data imports. SaasAnt generates a true flat-file database (one row per vendor, one column per data point), making it instantly usable for pivot tables or software imports without manual data scrubbing.

• 1099 Preparation & Tax Audits: Standard QBO exports frequently drop the "Track for 1099" status. SaasAnt extracts the raw "Track1099" True/False flag alongside Tax IDs and complete addresses into separate columns, making year-end contractor reporting vastly easier.

• AP Cleanup & Bulk Updating: Export your vendor list, make mass changes in Excel (like consolidating duplicate vendors, updating default expense accounts, or standardizing Net 30 terms), and seamlessly re-import the file using SaasAnt to update QBO in bulk.

FAQ

Does the export include the vendor's open AP balance?

Yes. The export file includes an "Open Balance" column. You can also filter the export beforehand using the Balance Range filter to pull only vendors with outstanding bills.

Can I export just my 1099 contractors?

SaasAnt exports your entire vendor list (based on your date and status filters), but the exported Excel file includes a specific "Track1099" column. Simply filter that column in Excel for "True" to instantly isolate your 1099 contractors.

Will this export my custom vendor fields?

Yes. While native QBO reports often drop custom fields (like internal vendor rating codes or specialized IDs), SaasAnt extracts them. You will need to create a Custom Template (Step 5) and map your custom fields to ensure they are included in the downloaded file.