In this tutorial, you’ll learn how to import your vendor data into QuickBooks Online from an Excel file.
Quick Instructions:
- Click the gear in the upper right corner
- Under TOOLS click Import data
- Click Vendors
- Click Browse, select your Excel file, click Open
- Click Next in the lower right corner
- Check matched mappings are correct
- Map any fields that weren’t automatically mapped
- Click Next
- Double-check the list of what’s importing
- Click Import in the lower right corner
Keep reading for a complete walkthrough with screenshots:
Import Your Vendor List into QuickBooks Online
To start click the gear in the upper right corner. Under TOOLS click Import data.
On the Import Data screen you have several options, click on Vendors.
In this example, we’re uploading an Excel file. In the Select a CSV or Excel file to upload box click Browse. Find your file and click Open. Then click Next in the bottom right corner.
On the next screen you map the fields in your uploaded file to fields in QuickBooks Online.
My example file only had vendor names with the heading Vendor. It automatically matches it to the QBO Name field.
It will try to match as many fields as it can. These fields will have a little green checkmark flag next to them. Double-check that it matched correctly and match up any other fields you have in your file. Then click Next in the bottom right corner.
Next, it shows you a list of the vendors that are ready to import. Double-check again that it matches the file you’re uploading.
Here you can see a side-by-side of my vendor data file and some of what’s importing into QuickBooks (too many to show on one screen).
When you’re ready click the green Import button in the lower right corner.
To view your imported vendors in QuickBooks click Expenses -> Vendors in the left side menu.
I had no vendors in QuickBooks before this so I can easily see that all of my vendors imported successfully.
You now know how to import your vendor list into QuickBooks Online from an Excel file.
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Below is a video if you prefer to watch a walkthrough.
If you have any questions about importing data into QuickBooks Online click the green button below to schedule a free consultation.
