How to export and import Vendors list QuickBooks

In this tutorial we will see whether how we can Import and Export customers list in and from QuickBooks Desktop

 

 Anyhow, to import Vendors list in quickbooks, go to the vendors center and click on “Excel” dropdown and select “Import from Excel” you can select the “Paste from Excel” option too both of these options will take us the same place and then click on “Yes”. Here is the vendor we have added earlier.

Tutorial Instructions:

 

 Anyhow, by clicking on the “View” Field dropdown, you can select whether what list of vendors do you want to view. On the other hand, in the “List” dropdown field you can select whether what list do you want to import. At this point in time, I am going to import vendors list that’s why I am not going to change it and if you already have a big list of vendors, you can find one by writing his/her name in the “Find” field or you can click on this icon for some advance search.

Anyhow, here is the vendors list that i want to import and on the excel file, I have fewer columns then the ones I see on the “Add/Edit Multiple List Entries” Window on QuickBooks. Well, by clicking on this “Customize Columns” button we can either add or remove columns we don’t need, so that we can match the columns of this window with the excel file we have.

Now, I am removing the ones I don’t need, and adding the one I need which is “vendors Type”. Moreover, we can position a column by moving up and down. Now the required columns have been matched and we can conveniently import our vendor list. Now just copy the concerned column data from your excel file and paste it to the “Quickbooks” window.

Now, select your vendors type one by one and if all the vendors type is same then just right click and select “Copy Down” it will copy down that “vendor type” to all. Now just check your data if you need to make even more changes and for the sake of example, I am duplicating one record and then click on “Save Changes”. Now, its informing that 6 vendors record have been successfully added and found one with some issue which need to be taken care off before adding and when you look at the bottom, the QuickBooks is letting you know whether what issue it has found with this vendor record.

So, since it was a duplicated record, we can delete it instead of making any change and adding it to the list then click on “Save Changes” and Select “active vendors” on the “View field” and then close the window. And here we have a nicely populated list of vendors imported into the QuickBooks.

Well, let’s say we already have a huge vendor list in QuickBooks which we want to export. So, to export the vendors list just select “Export vendors List” under the “Excel Dropdown” It will open a small pop-up window where you will have 4 different options to select from to export the vendors list. The first one is by “Creating a new worksheet” which means, the list will be exported by creating a new workbook. The second one is by “Updating the existing Worksheet” here just select your worksheet and update it with the current list of vendors. The third one is by “Replacing the Existing Worksheet” and exactly the same way just select your worksheet then replace it with the new vendors list. And the last option is to export the list by creating a CSV file.

Well, I am selecting the first option which is exporting the vendors list by creating a new worksheet and then click on Export, it will take a few seconds to export the vendors list and here you can see that the vendors list has been exported and we can just save the file and since it’s a macro enabled workbook, we can just save it by allowing it to save it as macro free workbook.

And here is the vendors list we have just exported.