Quickbooks Vendor Export Instructions

Exporting Supplier Data from QuickBooks Desktop

This guide outlines the process for exporting two separate files from QuickBooks Desktop:

1. Vendor Contact List – Contains supplier details.
2. Expense Report – Includes spending associated with suppliers.

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Step 1: Exporting the Vendor Contact List

1. Open QuickBooks Desktop and go to the Home screen.

2. Click Reports > Vendors & Payables > Vendor Contact List.

3. Click Modify/Customize Report and check the required fields:

   • For QuickBooks versions prior to 2012:

     • Vendor
     • Phone
     • Alt Phone
     • Street 1
     • Street 2
     • City
     • State
     • Zip

   • For QuickBooks 2012 or later:

     • Vendor
     • Phone
     • Alt Phone
     • Bill From Street 1
     • Bill From Street 2
     • Bill From City
     • Bill From State
     • Bill From Zip

4. Click OK to apply the changes.

5. Click the Excel button and select Create New Worksheet.

6. Save the file to your desktop as [Your Company Name] Vendor List.

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Step 2: Exporting the Expense Report

1. Open QuickBooks Desktop and go to the Home screen.
2. Click Reports > Vendors & Payables > 1099 Summary.
3. In the 1099 Summary screen:
   • Under Dates, choose Custom.
   • Enter the date range for the previous year (e.g., if today is April 11, 2024, set the range from April 12, 2023, to April 11, 2024).