In Beta
This feature is in beta for select customers.
Vendors are imported from QuickBooks through the Import Hub. Importing QuickBooks vendors brings all vendors from connected QuickBooks companies into the QuickBooks Vendor Import Screen. Vendor details and warnings are displayed for review, and fields are editable inline before the import is completed.
R365 Best Practice
Once QuickBooks vendors are imported, review 1099-NEC imported selections and add any additional 1099 information in R365.
Security
Users must have the following permissions to import QuickBooks Vendors:
Administration → System Setup → Use Import Hub (Beta)
Accounts Payable → Vendors → Create Vendors
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Steps
Select Admin from the left navigation rail.
Expand the Import category.
Select Import hub (beta).
Click Start or Resume next to Vendors.
Import QuickBooks Vendors
To import QuickBooks vendors, follow these steps:
Click steps to expand for additional information and images.
1) Select Integrate with QuickBooks Online.
The Import method is set to Integrate with QuickBooks Online by default and is the only option.
2) In the Integrations window, set up or verify the QuickBooks Online connection.
If no QuickBooks company connections exist:
Select the Connection Admin from the dropdown. The Connection Admin receives integration-related notifications.
Click Connect to QuickBooks.
Enter QuickBooks credentials in the login window that opens, then click Sign in. The window updates to show the connected company.
If a QuickBooks company is already connected:
The window displays the connected companies. To add another company before importing, click Add Company and sign in with those credentials.
Accounts from all connected QuickBooks companies are included in the import. Add all desired companies before proceeding.
The vendor import can be run again if companies are added in the future.
3) Select Import Vendors.
4) In the QuickBooks Vendors Import screen, review the vendor warnings in the table.
Vendor details are displayed in the table along with warnings when applicable.
Hover over warnings for more information.
Most warnings are informational only and do not prevent a vendor from being imported.
To filter the table to vendors that have warnings, select Needs Review in the views.
5) Uncheck vendors that should not be imported into Restaurant365. (Optional)
By default, only duplicate vendors (identified by name) are unchecked.
6) Edit vendor fields as needed. (Optional)
All fields are editable except the QuickBooks company column. Only the vendor name is required for import.
Click a field to edit it.
Payment terms brought over from QuickBooks that do not match an existing payment term in R365 are cleared in the vendor table.
7) Click Import selected vendors.
Only selected vendors are imported.
For organizations pushing GL data to QuickBooks
After the import completes, R365 automatically maps each imported vendor to the corresponding QuickBooks vendor. Vendors added to R365 outside of this import require mapping on the QuickBooks Vendor Mapping screen.
If any selected vendors are not imported, an error displays the reason and a downloadable list of the import issues.
8) Click Download vendor list to download the list of imported vendors or View vendors to open the vendors page. (Optional)
The downloaded list includes all vendors imported using the vendor import — including vendors imported in past sessions.
The date of import is listed for reference as well as all columns from the vendor table. 