Adding your Vendors your spend organised and reporting clean. It also makes reconciliations faster, and month-end way less painful. You can import your vendors in two ways: CSV upload (recommended) or manual entry.
Before you start, you’ll find the Vendors import in the same place for both options:
Head to the Accounting Export tab
Open your Accounting Settings
Go to Required for Export
Click Vendors
Option 1: CSV import (recommended)
Best if you have lots of vendors and want a faster upload.
Select upload CSV.
Download the CSV template.
The template will have these two columns only:
ID
Name
Fill in your Vendors:
ID = a number
Name = Vendor
Save the file as .csv.
Hit next and upload your list of vendors by either dragging and dropping or by browsing your files.
Rules to remember
A row without a Name will be ignored.
A row without an ID but with a Name will still import.
Option 2: Manual import
Best if you only have a few accounts to add.
Select Manual import
Enter:
ID (a number)
Name: Vendor
Click Save.
Repeat for the rest.
Once your Vendors are imported, you can easily assign the correct vendor to each expense from your Accounting Export tab.
