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 Hub Overview

  • Updated on May 18, 2026
  • Published on Apr 20, 2026
  • 2 minute(s) read
Prev Next

In Beta

This feature is in beta for select customers.

The Import hub is a centralized page in the Admin application where onboarding data imports are initiated and tracked. It provides a single location to manage the import of foundational data — such as a chart of accounts (COA) and vendor records — needed to complete the setup of a new R365 instance.

Imports are organized under an Onboarding section on the Import hub page. Each import type displays its current status and provides an action button to start or continue the process.

Each import type on the Import hub has its own requirements and steps. The Chart of Accounts import supports uploading a QuickBooks COA file or pulling accounts through a connected QuickBooks Online integration. See Import a QuickBooks Chart of Accounts for the full process. The Vendors import pulls vendor records from connected QuickBooks Online companies for review, editing, and selection. See Import QuickBooks Vendors for the full process.

Security

Users must have the following permission to access the Import hub:

  • Administration → System Setup â†’ Use Import Hub (Beta)

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 Hub Page

The Import hub page contains an Onboarding section that lists available import types and tracks their status. Each import type displays a button that reflects the current state of that import.

On the Import hub page, users can:

  • Start or resume a Chart of accounts import using an exported COA from QuickBooks or via QuickBooks online connection.

    The Chart of Accounts import can only be used once.

  • Start or resume a vendor import via QuickBooks online connection.  

Button/Field

Description

1

Onboarding section

Section that groups import types used during onboarding.

2

Chart of Accounts Import

A one-time setup wizard used during onboarding to bring QuickBooks accounts into Restaurant365 either through manual file upload or via a QuickBooks Online connection. It includes steps for AI account matching, bank account review, through import completion.

3

Start/Resume/Complete

Indicates the current status or available action for the import.

  • Start: Opens the import. Available when the import has not been initiated. For the vendor import, the button also returns to Start after a completed import.

  • Resume: Opens the import at the previously opened step. Available when the import has been initiated but not completed.

  • Complete: Indicates the Chart of Accounts import has been completed. When displayed, the import cannot be reopened. The vendor import does not display a Complete state.

4

Vendors Import

An import option used during onboarding to bring vendor records from connected QuickBooks Online companies into Restaurant365. Vendors are reviewed, edited, and selected for import on the QuickBooks Vendor Import Screen.

The vendor import can be used more than once.