QuickBooks Vendor Import Screen

The QuickBooks Vendor Import screen is accessed from the QuickBooks Connection window of the Import Hub. It displays active vendors from all connected QuickBooks companies for review, edit, and selection prior to import.

Security

Users must have the following permission to access the QuickBooks Vendors Import Screen:

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 Steps - Import Hub (Beta)

In Beta

The Import Hub is in beta for select customers.

Select Admin from the left navigation rail.
Expand the Import category.
Select Import hub (beta).
Click Start or Resume next to Vendors.
In the QuickBooks connection window, select Import Vendors.

Navigation Steps - Integrations page

Open the Admin application.
Expand the Integrations category.
Select Integrations.
Click Connect or Edit in the QuickBooks box.
In the QuickBooks Connection window, click Import Vendors.

QuickBooks Vendors Import Screen

R365 checks vendor names for duplicates and displays an alert when a match is found. The second vendor with the same name is not selected by default.

Buttons and Fields

The integration does not import inactive vendors.

	Button/Field	Description
1	Import Information	Information about the imported vendors including the number of vendors imported.
2	Table Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views.
3	Table Options	Search - Filters the table for the entered text. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Export - Exports the table to a .csv file.
4	Vendor Table	The table where vendors are listed for review, edit, and selection.
5	Vendor Selector	Selects the vendor for import.
6	Warning/Alert	Alerts or warns the user of an issue or incomplete data. Warnings do not prevent vendor import.
7	Import selected vendors	Creates the selected vendors in Restaurant365. For organizations pushing GL data to QuickBooks Online 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.

Vendor Table Columns

Fields in the vendor table are sourced from QuickBooks.

All fields are editable except the QuickBooks Company.

Column	Description
Vendor Name	The vendor name as it appears in QuickBooks (vendor display name).
QuickBooks Company	The QuickBooks company the vendor was imported from. This field is read-only.
Street address	The street address as it appears in QuickBooks.
Apartment, suite, etc.	The apartment, suite, or other additional address information as it appears in QuickBooks.
City	The city as it appears in QuickBooks.
State	The state as it appears in QuickBooks.
Postal code	The postal code as it appears in QuickBooks.
Country	The country as it appears in QuickBooks.
Phone	The phone number as it appears in QuickBooks.
Email	The email as it appears in QuickBooks.
Fax	The fax number as it appears in QuickBooks.
Check name	The ‘Name to Print on Checks’ as it appears in QuickBooks.
1099-NEC	Determines whether the vendor is 1099-Nonemployee compensation as defined in QuickBooks. This field pulls from ‘Track payments for 1099’ option in QuickBooks.
Payment Terms	The payment terms as they appear in QuickBooks. If the payment term does not exist in R365 the vendor will be created but the payment term will not be assigned. Click the dropdown to select from the list of existing payment terms in Restaurant365.