Importing vendor lists into QuickBooks

Axis

Overview of importing Vendor lists

In QuickBooks Desktop a Vendor list (Supplier list) is used to record a list of individuals or companies that you purchase goods or services from.  Using Zed Axis software you can import vendor lists from text files or from Excel spreadsheets directly into QuickBooks Desktop. 

Follow these steps to import vendors

Download and install the Zed Axis software on your computer.
  1. Open your QuickBooks company file as Administrator and open Zed Axis
  2. Select your text file or spreadsheet which contains the vendor list that you want to import.
  3. Set up the a Mapping of the columns in your vendor list import file to the corresponding fields in QuickBooks
  4. Click Import and your vendors will be directly added to your QuickBooks company file:

More help?

For more information about importing vendor lists into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support

 

 Detailed description of the fields you can map

QuickBooks fieldTypeDescription
Name Str 41 Name of the vendor - Mandatory
Is Active Bool Whether the name is active in QuickBooks
Salutation Str 15 Mr, Mrs etc..
First Name Str 25 First name
Middle Name Str 5 Middle initial
Last Name Str 25 Last name
 Vendor Address... Str Address block see importing addresses for more
 Phone Str 21 Telephone number
 Alt Phone Str 21 Alternative telephone number
 Fax Str 21 Fax number
 Email Str 1023 Email address
 Contact Str 41 Contact
 Alt Contact Str 41 Alternative contact
 Name On Check Str 41 Name that appears on Checks
 Account Number Str 99 Account number
 Notes Str 4095 Notes for the vendor
 Vendor Type Str 159 Category of the vendor, must match QuickBooks list
 Terms Str 31 Payment terms
 Credit Limit Amt Credit limit amount
 Vendor tax Indent Str 15
 Is Vendor Eligible 1099 Bool true or false
 Open Balance Amt Opening balance
 Open Balance Date Date Date of opening balance
 Billing Rate Str 31 Billing rate for vendor, must match QuickBooks list
 External Guid GUID GUID that can be applied to record
 Sales Tax Code Str 3CA, UK & AU only
 Sales Tax Country EnumCA, UK & AU only, must match list
 Is Sales Tax Agency BoolCA, UK & AU only, true or false
 Sales Tax Return StrCA, UK & AU only
 Tax Registration Number Str 30CA, UK & AU only
 Reporting Period EnumCA, UK & AU only 
 Is Tax Tracked On Purchases BoolCA, UK & AU only, true of false
 Tax On Purchase Account Str 159CA, UK & AU only 
 Is Tax Tracked On Sales BoolCA, UK & AU only 
 Tax On Sales Account Str 159CA, UK & AU only 
 Is Tax On Tax Bool CA, UK & AU only
 Prefill AccountStr 159 Account to use with prefill transactions
 CurrencyStr 64 Currency for the vendor

 

Need to import Custom fields on Vendors? More here
Article ID: 135, , Modified: May 19, 2021 at 11:19 PM

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