How to Import Vendors into Conto (Alternative)
This guide covers importing vendors from a standalone Excel export.
Prerequisites
Section titled “Prerequisites”- QuickBooks Desktop (Pro, Premier, or Enterprise)
- Administrator or appropriate user permissions
Step 1: Export the Vendor List
Section titled “Step 1: Export the Vendor List”- Navigate to Vendors > Vendor Center
- Click the Excel dropdown at the top of the window
- Select Export Vendor List
- Save the file
Step 2: Import into Conto
Section titled “Step 2: Import into Conto”- Go to the import page
- Upload your
.xlsxfile - Review the preview — duplicates are flagged with warnings
- Confirm the import
Required Columns
Section titled “Required Columns”| Column | Required | Description |
|---|---|---|
| Vendor | Yes | Vendor name |
| Company Name | No | If different from vendor name |
| No | Email address | |
| Phone | No | Phone number |
| Balance Total | No | Outstanding balance |
Verification
Section titled “Verification”After importing, confirm:
- All expected vendors appear in Conto
- No unintentional duplicates were created
- Key vendor names match GL payee names exactly
Troubleshooting
Section titled “Troubleshooting”Export button is grayed out
Section titled “Export button is grayed out”Check your user permissions with your QuickBooks administrator.
Vendor match rate is low after import
Section titled “Vendor match rate is low after import”GL payee names must exactly match vendor list names. “ABC Corp” won’t match “ABC Corporation.” Fix in your source data, then re-import.