Import Vendors from QuickBooks

QuickBooks Online sync

Connect your QuickBooks Online account from the SKOOR dashboard under Settings, then Integrations. SKOOR pulls vendor records automatically: name, email, phone, address, payment terms, tax ID, and 1099 eligibility. The sync runs continuously, so new vendors added in QBO appear in SKOOR within minutes.

CSV upload

If you use a different accounting system, export your vendors as CSV and upload directly. SKOOR provides a field mapping interface where you match your CSV columns to SKOOR fields. Required fields: vendor name and at least one contact method (email or phone). Optional fields include tax ID, payment terms, address, and custom categories.

Handling duplicates

SKOOR detects potential duplicates during import by matching on tax ID, email address, and vendor name similarity. When a match is found, you can choose to skip the duplicate, merge the records, or create a new entry. For bulk imports, you can set a default duplicate strategy that applies to all matches.

After import

Once imported, SKOOR immediately begins building vendor profiles. The AI agent scans for missing information (W-9 status, insurance certificates, contract terms) and flags vendors that need attention. Imported vendors count toward your Business Health Score: a complete vendor directory with verified tax information strengthens Pillar 3.