How to Import Vendors List into QuickBooks Online From Excel/CSV?

by James Antonio

It is pretty simple to import Vendors List of data into QuickBooks Online from Excel/CSV file in a bulk amount at any time. It will not affect the existing QuickBooks company file data but it will attach to the data which already exists in your company file. So, no need to worry about the existing items, transaction, and online banking connection. Nothing will be affected when you apply the import process. Before you proceed, it is important to export the lists to be imported from the original file. Read this blog post to get aware of the detailed process to Import Vendors List into QuickBooks Online from Excel/CSV.

Step by Steps Instructions to Import Vendors List into QuickBooks Online from Excel/CSV

You can import a vendor list by following the below 4 steps. The steps should be in the following described order.

  1. Create a spreadsheet with one column for each field that is to be imported and one row for each vendor.
  2. Pick Import vendors from the vendor screen’s drop-down arrow next to new vendor.
  3. Select the spreadsheet to be imported and map the columns in the spreadsheet to the relevant fields in QuickBooks Online.
  4. Then click Import after you’ve reviewed and edited the files.

The below steps illustrate how to import vendor lists into QuickBooks Online in great detail. Let’s check out one by one:

Step 1: Prepare the Spreadsheet

A single vendor must appear in each row of your spreadsheet. Each column represents a field in QuickBooks Online that you want to import. The fields mentioned below are eligible for import, but you can only import a few of them:

  • Company name
  • Contact name
  • Email address
  • Phone number
  • Mobile number
  • Fax number
  • Website
  • Street
  • City
  • State
  • ZIP code
  • Country
  • Opening balance
  • Opening balance date
  • Tax identification number

Each column should have a label in the first row of your spreadsheet, but the labels don’t have to match the exact field names in QuickBooks Online. During the import method, you’ll have the option of mapping each of your columns to one of the fields mentioned above. It’s fine if any columns are lacking for fields which you don’t want to import.

Step 2: Navigate to the Import Window

In this step, go to the Vendor Center and you have to simply click on the Expenses tab in the left menu bar. Select the drop-down menu which is next to the New Vendor and then select Import vendors.

Step 3: Select the Excel File to upload

To import an Excel or CSV file, use the Browse button to find and pick it. Then, in the lower right-hand corner, press the Next button.

Step 4: Map the Data

Now, in appear window, you need to assign each column in the spreadsheet to the appropriate field of QuickBooks Online.

The fields available for import in QuickBooks Online are listed in the left column. A drop-down box in the right column allows you to choose which column from your spreadsheet to assign to the corresponding field of QuickBooks Online. If one of your column headers matches a field of QuickBooks Online, QuickBooks Online will make an automatic pick. These are just the suggestions and you are free to alter them as per your requirements.

If your spreadsheet has extra columns, that’s fine! The columns you match to a QuickBooks field are the only ones that will import into QuickBooks. You don’t need a column for each QuickBooks field, either. For fields where you don’t have a matching column, you can use the “No Match” option.

Step 5: Final Step is to Review the Data Before Import

This is your last chance to look over the data and see how it will be imported into QuickBooks Online. Make sure the number of records in your spreadsheet matches the number of rows in your spreadsheet, minus one for your header row.
If the mapping is incorrect, use the Back button to return to the previous screen and make any required adjustments. If you like, you can adjust any vendor details on this computer. Pick any records you don’t want to import and deselect them.

When you’re all set, go to the lower right-hand corner and select Import.

Step 6: Import is complete

You’ll get a message stating that the import was successful once it’s done. The imported vendors are now visible in the Vendor Center.

This is the process you can attempt if you ever want to import Vendors List into QuickBooks Online from Excel/CSV. The above discussed steps assist you import Vendors List from Excel spreadsheets or CSV files directly into QuickBooks Online.


Can I Delete a Vendor in QuickBooks Online?

Once you’ve used a vendor in a transaction, you can’t erase/delete them. For example, once you’ve produced a check to pay a vendor, you can’t erase the vendor. However, it is pretty possible that you can make Vendors inactive so that they are no longer visible in the Vendor Center.

How do I make Vendors inactive in QuickBooks Online?

Below steps can help you to make the Vendors inactive in QuickBooks Online:

● First, navigate to the Vendor Center just by clicking on the Expenses tab
● Next, click Vendors in your left menu bar
● Look for the Vendor that you want to make inactive
● In the end, Click on the drop-down menu which is located on the far right side of the Vendor’s line.

When should I add the Vendors using an Excel or CSV file in QuickBooks Online?

Typing the vendor details into an Excel worksheet is pretty much easier than manually entering the data into QuickBooks Online. I suggest manually entering a few vendors to get a better understanding of the system and the data needed, and then using a spreadsheet to import the remaining vendors.

If you’re switching from another bookkeeping method, you might be able to export your vendors into an Excel spreadsheet, which you can then import into QuickBooks Online. This process could save you a lot of time when it comes to data entry.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing includes coverage for users
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Accountant Pro

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Pricing includes coverage for users
  • Services Include:
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  • Up to 20 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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