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Vendors and tax agents

Import vendor data from spreadsheets

Do the following to import vendor data from spreadsheets in Accounting CS.
tip
  • You'll need to set up bank information before importing direct deposit data.
  • Consider setting up payment terms beforehand.
  • You can use this sample spreadsheet as a starting point.
note
When updating existing vendors, the application will replace most data, but append some (like distribution details and 1099 info).
  1. Prepare your spreadsheet.
    note
    • Use XLS or XLSX format.
    • Close the file before importing.
    • Make sure it's not password-protected.
  2. Start the import
  3. Select
    File
    ,
    Import
    , then
    Spreadsheet
    .
  4. Select the client in the
    Client name
     field and
    Vendors
     in the
    Data type
     field.
  5. Select the spreadsheet file and worksheet to import, then
    Next
    .
  6. Map spreadsheet columns
  7. Match the columns to Accounting CS fields.
    note
    Required fields include:
    • ID
       (if multiple vendors share a name)
    • Accounts Payable General Ledger Account
       (for AP clients)
  8. Select
    Next
    .
  9. Review and correct data
  10. Fix any highlighted issues, then select
    Next
    .
  11. Map extra data
  12. Depending on the columns you mapped, you may need to link more spreadsheet items to Accounting CS data. This may include bank information, chart of accounts, vendors, and 1099 items.
  13. Finish the import
  14. Review the
    Data Analysis
     screen. Select
    Finish
     when you're done.
  15. Review the summary and print the results if needed.

This article applies to:

  • PRODUCT: Accounting CS

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