--- title: "Import QuickBooks Vendors" slug: "import-quickbooks-vendors" description: "Import vendors from QuickBooks Online into R365 via the Import Hub step-by-step process." updated: 2026-05-18T11:00:17Z published: 2026-05-18T11:00:17Z canonical: "docs.restaurant365.com/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. # Import QuickBooks Vendors In Beta This feature is in beta for select customers. Vendors are imported from QuickBooks through the [Import Hub](/doc/docs/import-tool-page). Importing QuickBooks vendors brings all vendors from connected QuickBooks companies into the [QuickBooks Vendor Import Screen](/doc/docs/quickbooks-vendors-import-screen). Vendor details and warnings are displayed for review, and fields are editable inline before the import is completed. > [!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 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](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). --- ## Navigation ****Navigation Steps**** 1. Select **Admin** from the left navigation rail. 2. Expand the **Import** category. 3. Select **Import hub (beta)**. 4. Click **Start** or **Resume** next to **Vendors**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5YKTYWV4.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) --- ## 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4F3LQCBV.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) ****2)** In the Integrations window, set up or verify the QuickBooks Online connection.** **If no QuickBooks company connections exist:** 1. Select the **Connection Admin** from the dropdown. The Connection Admin receives integration-related notifications. 2. Click **Connect to QuickBooks**. 3. Enter QuickBooks credentials in the login window that opens, then click **Sign in**. The window updates to show the connected company. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W0Y7UG1A.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5KSKJZIQ.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) 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**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P0JDT2DU.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%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-JGHID9GD.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%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-HLY0XY2W.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%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-VOPBYQKM.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8X6OGBVB.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) ****7)** Click **Import selected vendors**.** Only selected vendors are imported. > [!NOTE] > **For organizations** [**pushing GL data to QuickBooks**](/doc/docs/data-push-to-qbo) > > 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](/doc/docs/manage-quickbooks-vendor-mapping). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2MRTEKUO.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) If any selected vendors are not imported, an error displays the reason and a downloadable list of the import issues. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P175JAJA.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TDRY6YHN.png?sv=2026-02-06&spr=https&st=2026-10-29T04%3A09%3A15Z&se=2026-10-29T05%3A09%3A15Z&sr=c&sp=r&sig=Vt3e2Nw0KL8iFU8cgUWtuTzG%2FAP8%2BL553Mi%2FsOq50zQ%3D) IRS form used to report payments made to nonemployees, such as independent contractors. R365 tracks nonemployee compensation data but does not file this form with the IRS.