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waltercrown
Nov 19, 2023 12:35 AM UTC
Solved

I need to bulk import my vendor custom fields. I have 700 vendors. How do I do this?

I need to bulk import my vendor custom fields. I have 700 vendors and 3 custom fields. I have all the information I need in a spreadsheet. How do I import or bulk change vendor custom fields?
    waltercrownAnswer
    Dec 30, 2023 7:45 PM UTC

    I contacted QBO support. They don't provide the ability to import vendor custom fields. I can't believe this functionality isn't exposed, they also don't plan on adding it. We decided to move to a different account platform because of this.

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    4 replies

    4Gal
    Nov 19, 2023 12:39 AM UTC

    You can use the exporter tool and you will get a template of your data. Complete the template with your new data and use the importer tool to proceed.

    https://get.transactionpro.com/qbo

     

    waltercrownAuthor
    Nov 19, 2023 12:47 AM UTC

    @4Gal That solution does not work. Vendor Custom Fields are not provided in Transactionpro's export or import files.

      waltercrownAuthorAnswer
      Dec 30, 2023 7:45 PM UTC

      I contacted QBO support. They don't provide the ability to import vendor custom fields. I can't believe this functionality isn't exposed, they also don't plan on adding it. We decided to move to a different account platform because of this.

      4Gal
      Dec 31, 2023 2:46 AM UTC

      You can convert your data to QB Desktop file and use the trial version to access your historical data for good. Then you can start from scratch in the new program to lower your conversion costs.

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