Overview
This video explains how to import payer and vendor details from QuickBooks Online into Zenwork Payments. You’ll see how to start the import by connecting your QuickBooks account, review the imported vendor list, and make any necessary edits before proceeding.
Once your data looks correct, you’ll confirm the import, move through a few review screens, and then start a one-month free trial by adding your card and billing details. After subscribing, you’ll get a reference number and can immediately continue using Zenwork Payments.
Step-by-Step Process
- Click the QuickBooks Online logo, sign in with your QuickBooks credentials, and let Zenwork Payments start importing your payers and vendors.
- Review the imported vendors, click the pencil icon to fix any errors or update details, and verify that everything looks correct.
- Select the vendors you want to import, click Import, then use Next and Proceed to move through the confirmation screens.
- Review the vendor details on the subsequent pages, click Next as prompted, and continue until you reach the pricing screen.
- Click Start one-month free trial, enter your card and billing details, check the box, click Subscribe now, note your reference number, and click Continue to keep using Zenwork Payments.
What Gets Imported
When you import from QuickBooks Online, Zenwork Payments brings in:
- Payer details from the connected QuickBooks company
- All linked vendor records that you select for import
- Vendor contact and identification information needed for payables
- The structured data required to start managing payments during your free trial
