Can I export my vendor list, fix it in excel, then import it back to QBO to fix errors?

Correcting errors during the export and import of your vendor list from QuickBooks Online (QBO) contributes to smoother business operations, Lynn-Murphy. Let me share insights to help you manage the process more effectively.

Yes, you can export your vendor list from QBO to Excel, make necessary corrections or updates, and then import it back into QBO. Follow the correct format and guidelines provided by QBO for a smooth import process. Note that before re-importing, you must make the vendor inactive. If the vendor has an open balance, inactivating them will create an adjusting transaction.

Here's how to verify the export vendors:

1. Open your saved file and review it for accuracy.
2. Ensure column titles in the first row align with the column titles in the sample spreadsheet.
3. Review and update contact information for any inaccuracies or missing details.
4. Verify the file size and row count, ensuring it’s within the 2MB or 1000 row limit, and split into smaller files if necessary.

To import data:

1. Go to Settings. Then select Import Data.
2. Select which Vendors you're importing.
3. Click Browse then choose the file, and select Open to upload the vendor list.
4.  To upload from Excel, select Connect to import from Excel, choose the file, and then Select.
5. Click Next.

You can check this article to learn how to import your vendor lists from Excel: Import customers or vendors from email contacts to QuickBooks Online.

Explore this article to get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced.

I would like to know how you get on after trying the step, as I want to ensure that you import and export your vendor list smoothly. Please reply to this post if you have other QBO-related queries, and I will get back to you. Take care always!