Level 1

How to import/export the vendor > account settings > expense accounts data

I am using Quickbooks Desktop Pro 2017. I would like to update my vendor list so the correct COGS sub:accounts are auto-populated when vendor bills are entered. This information is editable by going to the Vendor Center > Edit a vendor > account settings tab > expense accounts dropdowns. However, I have 400+ vendors and would like to change this setting using a bulk export/import method. I have exported the vendor profile to excel, but it contains only the vendor's contact information and balance, none of the account settings > expense account data. How do I get to that data as an .xlsx file?

QuickBooks Team
QuickBooks Team

Other questions

I appreciate you for providing us in-depth details of your concern, kristina2.

 

 

The option to export/import vendor list by bulk method with the COGS subaccount is unavailable in QuickBooks. We need to manually enter the expense accounts in the vendor's Account Settings page after importing the data. 

 

For more details about importing and exporting data, you can check out this article: Import and export data in QuickBooks Desktop.

 

You may look for a third-party application that can integrate with QuickBooks to help you export/import vendor list by bulk method.

 

Here's how:

 

  1. Go to this link: https://desktop.apps.com/home.
  2. Enter the application in the Search field.
  3. Then, choose the third-party app that can help you with importing/exporting your data by batch or bulk.

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I know how beneficial it is to your business to have this import/export bulk feature. I'll personally share your feedback with our engineers regarding this one.

 

I've got a link here where you can find articles about managing vendors and expenses: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Deskt....

 

Please touch base with me here if you need a hand with running the vendor's report. I'll be here to help. Wishing you and your business continued success in all that you do.

Level 13