Importing QuickBooks vendors brings all vendors from connected QuickBooks companies into the 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.
Quickbooks vendors with payment terms that do not exist in Restaurant365 are imported without payment terms.
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 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.
Import QuickBooks Vendors
To view all columns in the table, close the blue banner at the top of the page.
To import QuickBooks vendors, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Integrations page.
2) Expand the Banking section, then select Edit in the QuickBooks box.
3) In the QuickBooks Connection window, 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) Click Import selected vendors.
Only selected vendors are imported.
If any vendors are not imported, a downloadable correction list shows the vendors and associated errors.