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Level 1

How to make bulk changes to vendors?

Coming from desktop to online pro: How can I make bulk changes to my vendors? In desktop I could import an IIF file to add to current vendors and/or use "add multiple vendors" and cut/paste from Excel to make changes to multiple vendors at a time. In QBO it seems I can only import new vendors, not import changes to current vendors (I get an error highlighting the name saying a vendor already exists and no import will happen). Any way in QBO to make bulk changes to vendors (and customers)? Thanks!

Solved
Best answer March 31, 2020

Best Answers
Highlighted
QuickBooks Team

How to make bulk changes to vendors?

Hello miller0987,

 

In QuickBooks Online, the feature for bulk update of your existing vendors is unavailable at this time. I can send this as a feedback to our product developers so that they will make an assessment for future updates.

 

For now, you can manually edit your Vendor's details to avoid duplicates. Here's how:

 

  1. Go to the Hamburger icon and select Expenses.
  2. Choose Vendors and click on the Vendor's name.
  3. Click on the Edit button on the top-right corner of the page.
  4. Enter the updated details, verify and click Save. (I added a screenshot to show you where you can update your Vendor's detail).


Let me know if you have questions in mind. I'll around to answer. Take care.

 

View solution in original post

4 Comments
Highlighted
Level 14

How to make bulk changes to vendors?

Utilize the trial period of this 3rd party migration tool. Export the data out, modify them, and reimport back. Make sure to set some filter to avoid any duplication.

https://transactionpro.grsm.io/qbo

 

Should you need to purchase it, use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020. 

 

 

Highlighted
Level 1

How to make bulk changes to vendors?

Thanks for the tool info! No native way within QBO however?

Highlighted
QuickBooks Team

How to make bulk changes to vendors?

Hello miller0987,

 

In QuickBooks Online, the feature for bulk update of your existing vendors is unavailable at this time. I can send this as a feedback to our product developers so that they will make an assessment for future updates.

 

For now, you can manually edit your Vendor's details to avoid duplicates. Here's how:

 

  1. Go to the Hamburger icon and select Expenses.
  2. Choose Vendors and click on the Vendor's name.
  3. Click on the Edit button on the top-right corner of the page.
  4. Enter the updated details, verify and click Save. (I added a screenshot to show you where you can update your Vendor's detail).


Let me know if you have questions in mind. I'll around to answer. Take care.

 

View solution in original post

Highlighted
Level 6

How to make bulk changes to vendors?

Simply not possible in QB.

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