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MTMM
Level 2

Importing Customers and Suppliers

Hi,

 

I'm currently using another platform and am trialing QBO.

I'm a handyman and my current list of suppliers/vendors is approx 100.

These range from actual suppliers of goods, or vendors such as fuel stations, post office, newsagents, might even be restaurants..

 

Sidebar question, why can't we have 3 classes, Customers, Suppliers, and Vendors ?

 

When Importing my list, QBO wants the 'Name' field completed. I don't have names for all of them, in fact I'd probably have names for 3-5 of them.

I have them all classed as supplier names.

How do I now import them, without having to enter them one at a time.

And even when I try one at a time, it still kicks up a fuss when I have no 'Name

 

Any help would be greatly appreciated.

 

Thanks,

Mike

Solved
Best answer June 01, 2021

Best Answers
Catherine_B
QuickBooks Team

Importing Customers and Suppliers

I can show you how to import your supplier list, Mike.

 

When importing data, you'll need to ensure that all fields are being mapped correctly. You have the option to leave the Name field empty and when you start mapping it to QuickBooks, you can select Company from the drop-down list as the name. 

 

Let me show you how: 

 

  1. Open your Excel file and leave the Name field empty.
  2. Save the file and re-import them.
  3. Log in to QuickBooks Online and click the Gear icon at the upper-right. 
  4. Select Import data.
  5. Click Suppliers and then select Browse to open the file.
  6. Then, Next.
  7. In the Map your fields to QuickBooks fields section, under Name, click Company from the drop-down.
  8. Click Next and then review the supplier list to be imported. Then, Import.

Once the import is successfully done, you can view and edit your supplier's profile. Just click the Expenses menu and select Suppliers.

 

I've included a few articles for more information in importing your data and that will help you keep track of your supplier transactions in QuickBooks Online: 

 

Just keep me posted if there's anything else that you need help with. Take care and stay safe!

View solution in original post

2 Comments 2
Catherine_B
QuickBooks Team

Importing Customers and Suppliers

I can show you how to import your supplier list, Mike.

 

When importing data, you'll need to ensure that all fields are being mapped correctly. You have the option to leave the Name field empty and when you start mapping it to QuickBooks, you can select Company from the drop-down list as the name. 

 

Let me show you how: 

 

  1. Open your Excel file and leave the Name field empty.
  2. Save the file and re-import them.
  3. Log in to QuickBooks Online and click the Gear icon at the upper-right. 
  4. Select Import data.
  5. Click Suppliers and then select Browse to open the file.
  6. Then, Next.
  7. In the Map your fields to QuickBooks fields section, under Name, click Company from the drop-down.
  8. Click Next and then review the supplier list to be imported. Then, Import.

Once the import is successfully done, you can view and edit your supplier's profile. Just click the Expenses menu and select Suppliers.

 

I've included a few articles for more information in importing your data and that will help you keep track of your supplier transactions in QuickBooks Online: 

 

Just keep me posted if there's anything else that you need help with. Take care and stay safe!

View solution in original post

MTMM
Level 2

Importing Customers and Suppliers

Thankyou