Import vendor lists into QuickBooks Online

Overview of importing vendor lists.

In QuickBooks Online a vendor is a company or individual that the company purchases products or services from.  With Zed Axis you can import vendor (supplier) lists into QuickBooks Online from text, Excel or IIF files. 

Note
  • The Display Name for the Vendor must not be used already in the Employee or Customer list, QuickBooks requires them to be unique.

Steps to import vendors 

To import using Zed Axis please follow these steps:
  1. Open Zed Axis and connect to your QuickBooks Online company file
  2. Once connected click on the Import module tab
  3. Open the Excel, text or IIF file that contains the Vendor list details that you want to import into QuickBooks Online.
  4. Next create a map between the columns in your import file and the corresponding fields in QuickBooks, for more information on the fields refer to the table at the end of this article.
  5. Finally click the Import button and Axis will import the vendors and details directly into QuickBooks Online.

More help?

Click to download a Sample Vendor List Template

Where the fields appear

 
Vendor list fields

Detailed description of the fields you can import 


QuickBooks FieldFormatDescription
Titlestr 15Title of the person
Given Namestr 25First name of the individual
Middle Namestr 25Middle name
Family Namestr 25Family name of individual
Suffixstr 10Suffix of the name (ie Jr)
Display Namestr 100MANDATORY The name of the person or organization displayed in QBO, must be unique
Company Namestr 50The name of the company or organization
Print On Check Namestr 50The name of the company or organization, as printed on a check
ActiveboolWhether vendor is enabled in QBO (true or false)
Primary Phonestr 30Primary telephone number
Alternate Phonestr 30Alternate telephone number
Mobilestr 30Mobile telephone number
Faxstr 30Fax number
Primary Email Addrstr 100Primary email address, must contain @ and be a standard email address format
Web Addrstr 1000Web site address
Bill Addr.... Billing Address for the customer, more here
Other Contact InfostrOther telephone contact number
Tax IdentifierStr 20Tax ID of the vendor
Terms RefstrPurchase Terms for the vendor (must match Terms list in QBO)
BalanceDecimalOpening balance when creating vendor
Acct NumStr 100Name or number of the account associated with the vendor
Vendor1099BoolWhether the vendor is an independent contractor; someone who is given a 1099-MISC form at the end of the year (values true of false)
Currency RefStr 3Currency to be used for transactions for this vendor (must match currency abbreviations ie USD, GBP, AUD, EUR)
APAccountRefstr 15FR Only - accounts payable account to be used for this vendor
 

Add Feedback