Support Suite

Using the QuickBooks Customer Center, you can easily export data about the vendors you do business with to an Excel file and import them into Savance Enterprice.

1. Click the Center containing the list you want to export.
2. Display the vendors you want to export.  If necessary, click the Vendors tab.  Optionally, click the View drop-down arrow and select a filter.  By filtering the list, you can determine whether QuickBooks exports all list entries or only those that meet certain criteria.
3. In The Center, click the Excel drop-down arrow and select Export Vendor List.
4. In the Export window, choose whether to create a new worksheet or update an existing worksheet.
5. Click the Export button.
6. QuickBooks exports all vendor fields.  They are listed below.
7. Open the Excel file.  Make sure each column contains the same type of data, especially the 5 address columns.  For example, the vendor's city should all be contained in the same column.  Manually move data around, if necessary.  You also have the opportunity to make any changes to the vendor information, if desired.  For example, you can make some address or spelling corrections.

• NAME
• OPENING BALANCE
• OPENING BALANCE (AS OF)
• COMPANY NAME
• SALUTATION
• FIRST NAME
• MIDDLE INITIAL
• LAST NAME
• ADDRESS 1
• ADDRESS 2
• ADDRESS 3
• ADDRESS 4
• ADDRESS 5
• CONTACT
• PHONE
• FAX
• ALTERNATE PHONE
• ALTERNATE CONTACT
• EMAIL
• PRINT ON CHECK AS
• ACCOUNT NUMBER
• VENDOR TYPE
• TERMS
• CREDIT LIMIT
• TAX ID
• VENDOR ELIGIBLE FOR 1099
• IS INACTIVE
• NOTE

Once you are ready, make sure the import file is not open in Excel.  Open the Import Wizard from the Admin menu within Savance Enterprise.  For Import Type, choose Vendors.

Specify the Excel file and the name of the worksheet.

Map the Savance Enterprise columns to the columns in the Excel spreadsheet.  The mappings you will want to use are below.  Not all fields from your QuickBooks export file will be used.

Download Vendor Template

Hit the Preview Results button to see how everything will look.  Make sure all the data lines up properly.

Hit the Save Source Columns & Formulas button and give it a name to save your template for later use.  Hit the Next button.

The import file and information will be sent to the Savance Server for processing.  To check the progress, go to the Import History option under the Admin menu.  Once the import is complete, the Status will be set as Finished Processing.  Once you see that, all your vendors will be available for you to use in Savance Enterprise.