--- title: "QuickBooks Vendor Import Screen" slug: "quickbooks-vendors-import-screen" description: "QuickBooks Vendor Import screen in the Import Hub: view and manage vendor import records." updated: 2026-05-18T11:00:17Z published: 2026-05-18T11:00:17Z canonical: "docs.restaurant365.com/quickbooks-vendors-import-screen" --- > ## 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. # QuickBooks Vendor Import Screen The QuickBooks Vendor Import screen is accessed from the [QuickBooks Connection window](/doc/docs/quickbooks-connection-window) of the [Import Hub](/doc/docs/import-tool-page). 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](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** **- Import Hub (Beta)**** In Beta The Import Hub is in beta for select customers. 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. 5. 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-H70QWH4U.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0918GY06.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) ****Navigation Steps - Integrations page**** 1. Open the **Admin** application. 2. Expand the **Integrations** category. 3. Select **Integrations**. 4. Click **Connect** or **Edit** in the QuickBooks box. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FLCCYE4Q.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) 5. In the **QuickBooks Connection window,** click **Import Vendors.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P9ESMCW1.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) --- ## 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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-53AKCC5L.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) > 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](/doc/docs/manage-table-views). | | | **3** | Table Options | - **Search** - Filters the table for the entered text. - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-10-27T15%3A46%3A55Z&se=2026-10-27T16%3A46%3A55Z&sr=c&sp=r&sig=LIZ9YnvD47HekdU640lGE%2FGs2EwwGcZHzn3brLF%2FNF0%3D) - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. | | | **4** | Vendor Table | The [table](/doc/docs/quickbooks-vendors-import-screen#vendor-table-columns) 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**](/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). | | ### 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](/doc/docs/payment-terms) in Restaurant365. |