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:

Open Zed Axis and connect to your QuickBooks Online company file
Once connected click on the Import module tab
Open the Excel, text or IIF file that contains the Vendor list details that you want to import into QuickBooks Online.
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.
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

Detailed description of the fields you can import

QuickBooks Field	Format	Description
Title	str 15	Title of the person
Given Name	str 25	First name of the individual
Middle Name	str 25	Middle name
Family Name	str 25	Family name of individual
Suffix	str 10	Suffix of the name (ie Jr)
Display Name	str 100	MANDATORY The name of the person or organization displayed in QuickBooks Online, must be unique
Company Name	str 50	The name of the company or organization
Print On Check Name	str 50	The name of the company or organization, as printed on a check
Active	bool	Whether vendor is enabled in QuickBooks Online (true or false)
Primary Phone	str 30	Primary telephone number
Alternate Phone	str 30	Alternate telephone number
Mobile	str 30	Mobile telephone number
Fax	str 30	Fax number
Primary Email Addr	str 100	Primary email address, must contain @ and be a standard email address format
Web Addr	str 1000	Web site address
Bill Addr....		Billing Address for the customer, more here
Other Contact Info	str	Other telephone contact number
Tax Identifier	Str 20	Tax ID of the vendor
Terms Ref	str	Purchase Terms for the vendor (must match Terms list in QuickBooks Online)
Balance	Decimal	Opening balance when creating vendor
Acct Num	Str 100	Name or number of the account associated with the vendor
Vendor1099	Bool	Whether 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 Ref	Str 3	Currency to be used for transactions for this vendor (must match currency abbreviations ie USD, GBP, AUD, EUR)
APAccountRef	str 15	FR Only - accounts payable account to be used for this vendor

Article ID: 299, Created: 1/18/2018 at 2:55 AM, Modified: 2/2/2022 at 12:53 AM