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accounts201
Level 1

I am trying to export the suppliers details. but can export the bsb and account numbers

 
8 Comments 8
Bonny_
Moderator

I am trying to export the suppliers details. but can export the bsb and account numbers

Hi accounts201,

 

Unfortunately you won't be able to export BSB and Account Number data from the supplier reports. 

 

If you would like this feature to be requested for future updates in QuickBooks, I recommend you to send feedback to our Product Team.

 

To send feedback:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Bonny

Fiat Lux - ASIA
Level 15

I am trying to export the suppliers details. but can export the bsb and account numbers

Explore and utilize the exporter tool

https://transactionpro.grsm.io/qbo

 

Hope it helps.

Vanders
Level 1

I am trying to export the suppliers details. but can export the bsb and account numbers

So frustrating that banking details cannot be exported for suppliers. I entered all of the information into the system but can't get it back out again!

DivinaMercy_N
Moderator

I am trying to export the suppliers details. but can export the bsb and account numbers

Hello there, @Vanders.

 

If you're having trouble exporting your supplier's banking details, you can perform some basic troubleshooting steps to isolate the issue. Let's start with accessing your QuickBooks Online (QBO) account using an incognito mode. A private browser prevents storing cache and web history to avoid issues when running frequently visited websites. Below are the shortcut keys they can use: 

 

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once signed in, attempt to export the supplier details again. If you don't experience the same thing, you have to clear your browser's cache to have a clean slate. If the same result, use another supported browser. 

 

You can also look for a third-party app that will help you export banking details for your suppliers. To do so, please go to the QuickBooks Apps store to find applications that integrate with QBO. Here's how:

 

  1. Head to the QuickBooks Apps store.
  2. From the search bar, enter a keyword of the feature you needExample: Export supplier banking details.
  3. Then, click the search icon. 

 

QBO also makes it easy to monitor the money you paid to your suppliers in a specific period. To get started, you can run a report with supplier totals.

 

I'm always here in the Community if you need further assistance exporting your supplier's banking details. Feel free to post a comment below to notify me of your response. Take care always. 

allie15
Level 1

I am trying to export the suppliers details. but can export the bsb and account numbers

Hi Divina_N

I am on a private window but there is no report where I can export the BSB and Account number of all my supplier to excel?  Could you point out how to get there?

 

Thank you 

Allie

IntuitAika
Intuit

I am trying to export the suppliers details. but can export the bsb and account numbers

Hi allie15,

 

Thanks for joining the thread. Let me show you how to export your supplier account number. 

 

  1. Go to Reports tab and search Supplier Contact List
  2. Click on the small gear icon and tick Account No. You can tick other options that you would like to include on the report. 

 

As of the moment, BSB can't be exported on the said report. On the other hand, you can add the BSB of your supplier on the Notes field. 

 

Here's how: 

 

  1. Go to Expenses tab and select Supplier.
  2. Select a supplier.
  3. Click Edit.
  4. On Notes field, enter the supplier BSB.
  5. Select Save.

Once done, you can generate the same report and then tick Notes on the small gear icon. 

 

Let me know if you need further assistance on your reports and I'd be glad to help. 

allie15
Level 1

I am trying to export the suppliers details. but can export the bsb and account numbers

HI

 

Thank you for your reply,  but the account number you are referring to is not the Bank Account Number,  that is the client account number (given by us to identify clients). 

The bank details are entered once you click the "I create batch payments to pay this supplier".  Those are the details I am looking to export.  As per you previous answer, we would have to re entered the data in different fields to be able to export,  which is no viable due to the amount of suppliers we have.

 

Thanks for your help! ;-)

 

 

IntuitAika
Intuit

I am trying to export the suppliers details. but can export the bsb and account numbers

Thank you for the clarification, allie15. 

 

At the moment, exporting supplier account number and BSB is not available yet in QuickBooks Online. I would recommend to send your valuable feedback to our Product Developers to have this added on the future releases. You can do that by going to Gear icon and select Feedback on your QuickBooks Online file. 

 

Feel free to post again if you have any other questions. Have a great day!