Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Set up your Excel or CSV file for importing vendor data

Preparing your Excel or CSV file for import into QuickBooks

Use the column headings below when you prepare your file for importing Vendor data into QuickBooks. For the data contained in the rows below the column headers, follow the guidelines in the table when preparing or entering the data.

Column heading

Data requirements

NAME (REQUIRED)

The name of the vendor.

OPENING BALANCE

No "$". Opening balances can be set for new vendors only, not existing vendors.

OPENING BALANCE (AS OF)

Enter a date. The date must be entered as MMDDYYYY. You cannot set an opening balance "as of" date for an existing vendor, only for a new vendor.

COMPANY NAME

Enter a company name, maximum 41 characters long.

SALUTATION

Enter a salutation.

FIRST NAME

Enter the vendor's first name.

MIDDLE INITIAL

Enter the vendor's middle initial.

LAST NAME

Enter the vendor's last name.

ADDRESS 1 through ADDRESS 5

Enter address information, each field can contain a maximum of 41 characters.

CONTACT

Enter the contact name for the vendor.

PHONE

Enter the vendor's phone number.

FAX

The vendor's FAX number.

ALTERNATE PHONE

Enter the vendor's alternate phone number.

ALTERNATE CONTACT

Enter the alternate contact name for the vendor.

EMAIL

Enter the vendor's e-mail address.

PRINT ON CHECK AS

Enter the vendor's name as you'd like it to print on a check. Maximum length: 41 characters.

ACCOUNT NUMBER

Enter the vendor's account number.

VENDOR TYPE

Enter one of the QuickBooks vendor types.

TERMS

Enter one of the QuickBooks terms.

CREDIT LIMIT

Enter the vendor's credit limit.

TAX ID

Enter the vendor's Tax ID number. Maximum length: 9 characters.

VENDOR ELIGIBLE FOR 1099

"Yes" or "No".

IS INACTIVE

"Yes" or "No" "Active" or "Not-Active".

NOTE

Enter a note or "to do" for your customer.

See also

KB ID# H_EXCEL_VENDOR_REQUIRED_FIELDS
12/6/2016 4:13:29 AM
PPRDQSSWS404 9138 Pro 2017 050706