---
title: "Classic - Import QuickBooks Vendors"
slug: "classic-import-quickbooks-vendors"
description: "Import QuickBooks vendors into R365 via the classic Import page step-by-step process."
updated: 2026-04-28T16:01:58Z
published: 2026-05-18T11:00:17Z
canonical: "docs.restaurant365.com/classic-import-quickbooks-vendors"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Classic - Import QuickBooks Vendors

Importing QuickBooks vendors brings all vendors from connected QuickBooks companies into the [QuickBooks Vendors Import screen](/doc/docs/quickbooks-vendors-import-screen). On this screen, Restaurant 365 displays vendor details, flags warnings, and skips duplicate vendors by default. Users review the displayed information and select the vendors to import into Restaurant365.

Vendors are imported from the [QuickBooks connection window](/doc/docs/quickbooks-connection-window).

Quickbooks vendors with payment terms that do not exist in Restaurant365 are imported without payment terms.

> [!TIP]
> **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 permission to import QuickBooks Vendors:

- Accounts Payable → Vendors → Create Vendors

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access).

---

## Import QuickBooks Vendors

> To view all columns in the table, close the blue banner at the top of the page.
> 
> ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0E5M5TW6.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

To import QuickBooks vendors, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [**Integrations page**](/doc/docs/integrations-menu).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OQFKZHHZ.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

****2)** Expand the **Banking** section, then select **Edit** in the QuickBooks box.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YGOHHIGB.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

****3)** In the [QuickBooks Connection window](/doc/docs/quickbooks-connection-window), select **Import Vendors.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RFNCJK3U.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

****4)** In the [QuickBooks Vendors Import screen](/doc/docs/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.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VSLJCLVQ.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

To filter the table to vendors that have warnings, select **Needs Review** in the views.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6TR607N0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

****5) Uncheck vendors** that should **not be** imported into Restaurant365. *(Optional)***

By default, only duplicate vendors (identified by name) are unchecked.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3R15E7PS.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

****6)** Click **Import selected vendors**.**

Only selected vendors are imported.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BR58RIP7.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A16%3A11Z&se=2026-10-29T00%3A16%3A11Z&sr=c&sp=r&sig=E53uG5VJoYi7k7EC0CU8GPjNN0dSBw4RkAzpcPGtGkM%3D)

If any vendors are not imported, a downloadable correction list shows the vendors and their associated errors.